Fantastic Directly Authorised Practice with 40% of the Clients above £500,000 and £25m FUM.

Current turn over circa: £ 220,000

Offers over: £ 660,000

Established: 10-1 years

Gross Recurring Revenue: 150-200k

Number of staff: 1-3

Locations: Surrey

Additional Notes:
Fantastic Directly Authorised Practice with 40% of the Clients above £500,000 and £25m FUM.

The Practice is attracting c.£25,000 a year in new ongoing fees solely through referrals, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Surrey and South London area.

The Principle has developed a specialisation and technical expertise in one specific field, augmented through specialist accountants who provide referrals in the space. Looking forward, the Charted Principle is looking to sell and stay on a permanent basis, with the ambition to Buy-In to the Acquiring Party.

For more information please call 01765 698 699 and quote the reference number 30058 ask for Toby Holbrey