£500,000
South-East Firm with £40m AUM
Ref: 31895
Current Turnover
£500,000
Offers Over
£1,200,000
Established
5 to 10 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Kent
Additional Notes: This business has approximately £40m of client assets under management across 70 households, with average portfolios exceeding £550k.
The sale would be structured as a pure asset purchase, with no expectation of transferring staff, premises, or liabilities.
Clients are based locally to the adviser, with the vast majority located within a short commuting distance.
For more information please call 01765 698 699 and quote the reference number 31895 ask for Toby Holbrey
