D/a one man band Hertfordshire practice, £75k of recurring revenue, £15m in FUM.

Ref: 30027

Current Turnover

£80,000

Offers Over

£255,000

Established

20-2 years

Gross Recurring Revenue

50-70k

Number of Staff

0-1

Location

London and South East

Current turn over circa: £ 80,000

Offers over: £ 255,000

Established: 20-2 years

Gross Recurring Revenue: 50-70k

Number of staff: 0-1

Locations: Hertfordshire

Additional Notes: Reference number 393282

My client has built up the business to having 75 clients in the business having an average portfolio size of £200K.

The IFA is willing to give a warm handover to you for as long as is necessary to transition the clients to your business.

The firm have always been at the forefront of innovation and use IO where they electronically store their files and have all data on their clients. Whatever back office system you have they will be easily transferred to you.

Call Jamie Bradbury at Retiring IFA today on 01765 698 699 to find out more about this exceptional seller.

For more information please call 01765 698 699 and quote the reference number 30027 ask for Edward Thorpe