Adviser Looking to Sell £13m AUM of Valuable Clients

Current turn over circa: £130,000

Offers over: £400,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: West Sussex

Additional Notes: With an average portfolio sizer per-household above £550,000, time will be spent efficiently with profitable clients.

This adviser is looking to reduce their workload while continuing to work, so this would be an asset sale - meaning that no liabilities for previous advice would be transferred to the purchaser.

The clients are all within 1hr-1.5hrs drive of the adviser in Sussex so a purchasing party with coverage of the area would be able to service them with ease and no extra cost.

For more information please call 01765 698 699 and quote the reference number 31355 ask for Toby Holbrey