Cornwall based practice generating £240k turnover, housing £25m FUM and maintaining £140,000 in net profit with the principal offering to stay on for a couple of years.
Current turn over circa: £240,000
Offers over: £550,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Cornwall
Additional Notes: Cornwall based practice generating £240k turnover, housing £25m FUM and maintaining £140,000 in net profit with the principal offering to stay on for a couple of years.
Rare opportunity with vast majority of clients in the accumulation stages of their wealth. The firm has also developed intergenerational planning within the client bank to ensure longevity of funds and clients.
The practice has zero exposure to liabilities, there is no staff to be taken on and an average .75% ongoing advisor charge.
For more information please call 01765 698 699 and quote the reference number 30409 ask for Toby Holbrey
