South-East Firm with £40m AUM

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 Edward Thorpe

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