Operating for over 30 years, the business manages £10m in funds under management across approximately 40 active client households, generating circa £50,000 to £60,000 in recurring annual income.
The client bank consists predominantly of retired, white-collar, and small business clients with an average holding of £250,000, including top holdings of £1m.
The principal is seeking to de-authorise post-sale while remaining available in an ambassadorial capacity to ensure a smooth transition and introduce further intergenerational and high-net-worth referral opportunities.