Retiring Adviser £60m FUM Client Bank with 100 Family Groups Based in West Home Counties

Current turn over circa: £500,000

Offers over: £2,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Locations: Berkshire

Additional Notes: The clients have well over £500k in their average portfolios, so highly profitable to service.

These clients are primarily serviced remotely and as a result there is a very low cost basis for maintaining these clients.

The business has consolidated almost all funds under its management neatly onto 2 platforms, meaning an easy and simple transition to a new firm, reducing transition costs.

The adviser is looking for a firm they can sell and embed the clients with whilst advising them for 2-3 years before entering an ambassadorial role, ensuring high client retention with a new firm.

For more information please call 01765 698 699 and quote the reference number 31986 ask for Toby Holbrey