Hampshire Adviser Looking to Sell £38m Client Bank

Current turn over circa: £250,000

Offers over: £1,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Hampshire

Additional Notes: Client portfolios average over £450k, making them highly profitable and efficient to service.

As the adviser operates within a network, the acquisition of these clients would not involve the transfer of historic advice liabilities.

The average client age is only 60, providing significant opportunity for future wealth accumulation and asset growth, whilst reducing the risk of portfolio decumulation in the near term.

The adviser is keen to remain involved post-sale in either a self-employed or employed capacity. This would support client retention, provide continuity throughout the transition and create opportunities for further organic growth and new business generation.

For more information please call 01765 698 699 and quote the reference number 32005 ask for Toby Holbrey