A financial advisory practice managing approximately £40 million across over 140 households generating circa £260,000 recurring income.
The client base consists predominantly of medical professionals with an average age in the late 40s and average holdings of circa £275,000 per household. All clients are serviced remotely nationwide.
Assets are primarily held on major platforms with ongoing charges ranging from 0.5% to 0.75%. Additional funds have been identified for placement. The business includes a substantial protection arm writing over £200,000 annually serving over 500 clients, plus an established lead generation capability in the medical sector.
The practice operates with support staff including an experienced paraplanner. Electronic client files are maintained with no complaints or compliance breaches. Recent annual turnover exceeded £300,000.