Profitable Wealth Management Firm in North Oxfordshire with c.£90m FUM, and Ongoing Charge of 0.5% Ongoing with Zero Risky Products Offered Since Establishment

Current turn over circa: £460,000

Offers over: £1,600,000

Established: More than 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Oxfordshire

Additional Notes:
Profitable Wealth Management Firm with c.£90m FUM, and Ongoing Charge of 0.5% Ongoing with Zero Risky Products Offered Since Establishment

The high level of profitability can be partly accredited to a very high level (over 90%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money. The typical client portfolio consists of over £300k with the vast majority of clients being profitable and still in the accumulation phase.

This business represents huge opportunity for both uplift and growth within the existing client base with a lower average ongoing fee and a huge amount of natural growth within the large number of younger clients.

For more information please call 01765 698 699 and quote the reference number 30319 ask for Edward Thorpe