Current turn over circa: £575,000

Offers over: £1,725,000

Established: More than 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Surrey

Additional Notes: Surrey based DFM business housing £60m FUM with clients predominately serviced remotely

Average client size is £250,000, thus all clients are worth seeing and are highly profitable.

Principal would like to around for a handover period to ensure client retention.

For more information please call 01765 698 699 and quote the reference number 30430

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