Current turn over circa: £ 31,000

Offers over: £ 56,000

Established: 10 to 15 years

Gross Recurring Revenue: <30k

Number of staff: 1

Locations: London

Additional Notes:
Attractive Client Bank with c.£4m FUM, an ongoing Charge of Between 0.25-0.5% and 95% of Clients Based in South London.

The ongoing adviser charge of 0.4% represents huge potential for fee uplift and value accretion. The concentration of clients means 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.

For more information please call 01765 698 699 and quote the reference number 30194

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