North London Based High-Net-Worth Practice Housing £180m FUM, Average Client Size Approaching £1,000,000 Portfolio Size and an Unadjusted Profit of c.£950,0000

Ref: 30292

Current Turnover

£1,600,000

Offers Over

£5,500,000

Established

15 to 20 years

Gross Recurring Revenue

1-2m

Number of Staff

5 to 10

Location

London and South East

Current turn over circa: £1,600,000

Offers over: £5,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Greater London

Additional Notes:

North London Based High-Net-Worth Practice Housing £180m FUM, Average Client Size Approaching £1,000,000 Portfolio Size and an Unadjusted Profit of c.£950,0000

The average age of a client in the Practice is 55 with the vast majority of clients still in accumulation. Holding a younger than typical client bank of professionals, this practice has many decades of cash flow which are accruing naturally year by year.

The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.

For more information please call 01765 698 699 and quote the reference number 30292 ask for Edward Thorpe