Current turn over circa: £170,000
Offers over: £615,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices
- Average Portfolio Size c.£320,000 with the vast majority of clients being in accumulation
- No staff or infrastructure to take on with the client bank leading to a very high profit margin once integrated
- The business has a particular specialism in Doctors with c.80% of the client bank being medical professionals
For more information please call 01765 698 699 and quote the reference number 30576
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