Highly Unique and Recession Resilient Practice Based in North Guildford with a Net Profit Margin of 80% and c.£60m FUM.

Current turn over circa: £ 650,000

Offers over: £ 1,750,000

Established: More years

Gross Recurring Revenue: 300-500k

Number of staff: 3-5

Locations: Guildford

Additional Notes:
Highly Unique and Recession Resilient Practice Based in North Guildford with a Net Profit Margin of over 70% and c.£55m FUM.

With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£400 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time. 

For more information please call 01765 698 699 and quote the reference number 30062 ask for Toby Holbrey