On Hold
£420,000
Higher Net Worth Practice Managing £70m FUM Currently on 0.5% Ongoing Advisor Charge.
Ref: 15045
Current Turnover
£420,000
Offers Over
£1,300,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £420,000
Offers over: £1,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Essex
Additional Notes:
Higher Net Worth Practice Managing £70m FUM Currently on 0.5% Ongoing Advisor Charge.
- Principal looking to stay on in the Practice for 2-5 years on a market salary (details on request).
- Principal has no support staff in the Practice leading to an adjusted profit margin of over 60%.
- Typical client is c.£400-£500,000 in portfolio size.
For more information please call 01765 698 699 and quote the reference number 15045 ask for Toby Holbrey
