Current turn over circa: £420,000

Offers over: £1,300,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Essex

Additional Notes:
Higher Net Worth Practice Managing £70m FUM Currently on 0.5% Ongoing Advisor Charge.

- Principal looking to stay on in the Practice for 2-5 years on a market salary (details on request).

- Principal has no support staff in the Practice leading to an adjusted profit margin of over 60%.

- Typical client is c.£400-£500,000 in portfolio size.

For more information please call 01765 698 699 and quote the reference number 15045

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