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FY17 T/O of £498k.
FY18 T/O of £540k.
Provides specialist advice and assistance in the production of wills, estate planning and probate case management, ensuring clients are fully conversant with intestacy laws and are managing their affairs responsibly.
Predominantly serves business and private home owners aged over 40, based throughout London and the surrounding counties.
Maintains membership of numerous industry bodies, including the Society of Will Writers.
3,500 active clients, currently storing over 3,000 wills and legal documents.
Significant client prospect database.
Ongoing probate fees worth in excess of £150k.
Strong in-house management team able to oversee day-to-day business post-sale.
Current Managing Director willing to remain in an advisory capacity, subject to further negotiation.
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