Wealth Management arm of a long established Accountancy Firm Available for acquisition enabling one of the directors a retirement opportunity.
c£64m FUM – Loyal client portfolio
With approximately £64m of FUM generating c£300k of recurring revenue, this profitable business has delivered consistently high levels of service to a client base principally within Essex, operating from offices in Chelmsford.
An unusually high average client holding and recurring revenue of c£1.1m makes this an extremely attractive proposition.
Operating in a contemporary style the firm trades from contemporary offices providing clients and visiting representatives an appropriate image and facilities for a financial services business.
Profitable trade has been achieved year on year with business generated through referrals from the Accountancy Practice, word of mouth and appropriate marketing.
With a prudent and cautious attitude to risk the firm maintains appropriate cash reserves so can meet liabilities when falling due and meet FCA Capital Adequacy requirements.
Express Interest
