£80m AUM of London Clients Averaging Over £1m Portfolios

Current turn over circa: £-512,000

Offers over: £2,050,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Greater London

Additional Notes: The sale would require no transfer of staff or premises, allowing the purchasing firm to add revenue without any associated overheads.

The firm operates within a network, so the sale of the clients will not transfer liability for previous advice. This allows an acquirer to proceed without taking on historic advice risk.

The average household portfolio exceeds £1.1m, providing a highly profitable client base with strong ongoing revenue potential.

Clients are primarily serviced remotely, allowing a purchasing firm to maintain relationships efficiently with minimal travel and servicing costs.

The seller is seeking a purchasing firm with strong administrative support and experienced advisers who can take over the relationships and continue servicing the clients effectively.

For more information please call 01765 698 699 and quote the reference number 31959 ask for Toby Holbrey