Current turn over circa: £60,000

Offers over: £72,000

Established: 30 to 35 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Additional Notes:
- My client comes to the market for the first time due to retirement and is looking for a friendly firm to take over current relationships that is ideally located in Chelmsford, Witham, Braintree, Halstead, Colchester and surrounding areas

- The portfolio is made up of less than 25 clients demonstrating the quality of the fees in place

- Ample opportunities to improve efficiencies through further usage of software giving you an immediate value leap for clients

- Principal happy to provide a short warm handover to help ensure client retention

For more information please call 01765 698 699 and quote the reference number 31481

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