£60M Surrey Wealth Management Firm Seeking Exit

Current turn over circa: £300,000

Offers over: £1,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Surrey

Additional Notes:
• The clients are currently charged at 0.5%, meaning there is significant opportunity for fee uplift and increased long-term profitability.

• There are no staff other than the advisers, reducing the need to absorb additional operational costs as part of an acquisition and making the transition process considerably simpler.

• The clients have average portfolio values in excess of £650k, meaning they are highly profitable and efficient to service.

The advisers are looking to remain in place for the duration of the earn-out period and would ideally prefer a firm that also offers the flexibility for them to continue working beyond this if desired

For more information please call 01765 698 699 and quote the reference number 32003 ask for Toby Holbrey