Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue

Current turn over circa: £350,000

Offers over: £1,400,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Additional Notes: Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue

A rare opportunity to integrate 200 high net worth clients into your practice.

This proprietor is ideally looking for a firm where he can stay on for up to 3 years to service the clients, have a warmer handover period to ensure client retnetion.

For more information please call 01765 698 699 and quote the reference number 30520 ask for Oliver Macer