Managing £25 million across c70 high-quality client households, the practice generates £200,000 in recurring annual income.
The client base features an impressive average holding of c£300,000, with several clients holding £1-2 million. Predominantly aged 55-65 and located across London and Cambridge, clients benefit from regular reviews and face-to-face meetings.
The practice is directly authorised with a clean compliance record and professional consultancy support in place.