The business manages £10 million in funds under management across 60 households, generating £40,000 in recurring income.
Operating from owned High Street premises for over 20 years, the practice has strong local presence with clients trained to attend in-person annual reviews. The client base consists of white collar professionals aged 50-70.
The owner plans to retire by end of 2027 and seeks to remain in an authorised capacity for 12-18 months during transition to service top clients. A part-time administrator with six years’ experience can be retained. The office premises are available to rent, maintaining continuity for the established client base.