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£60,000

£6m FUM IFA in Hertfordshire

Ref: 31746
Current Turnover
£60,000
Offers Over
£100,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Location
London and South East

Current turn over circa: £60,000

Offers over: £100,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Hertfordshire

Locations: Hatfield

Additional Notes: This firm has a 90% profit margin with no staff or office, so a acquisition would translate to almost entirely additional profits.

With only 30 households and almost all funds on one platform, a transition post sale would be very smooth.

Additionally an average on-going advisor charge of 0.7% means there is potential for further uplift.

For more information please call 01765 698 699 and quote the reference number 31746 ask for Edward Thorpe

London and South East

Contact Us

ET
Edward Thorpe
Quote reference: Seller Ref: 31746

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