Local one man band housing £65m of Clients' assets with an average ongoing advisory charge of .77% looking to find the right home for his clients

Ref: 30643

Current Turnover

£700,000

Offers Over

£2,400,000

Established

15 to 20 years

Gross Recurring Revenue

0.5-1m

Number of Staff

5 to 10

Location

West Midlands

Current turn over circa: £700,000

Offers over: £2,400,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: Local one man band housing £65m of Clients' assets with an average ongoing advisory charge of .77% looking to find the right home for his clients

The client bank is derived from high net worth households with an average portfolio size of over £250,000 meaning they are very profitable to service.

This firm is looking for an acquirer to:
- keep continuity within the business
- not shoehorn the clients instantaneously into a particular investment proposition
- service the clients with a personalised and face to face approach

For more information please call 01765 698 699 and quote the reference number 30643 ask for Edward Thorpe