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

REQUEST INFORMATION

IFA similar to this

Location Turnover Offers Over
Glasgow£200000£570000
Cheshire£2000000£8000000
Lancashire£195000£450000
Cornwall£200000£430000