Sold
£1,050,000
Essex/Hertfordshire Based Practice Managing £200m FUM Generating £1m of Recurring Income from 240 Households
Ref: 30863
Current Turnover
£1,050,000
Offers Over
£4,200,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £1,050,000
Offers over: £4,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Essex/Hertfordshire
Additional Notes:
Essex/Hertfordshire Based Practice Managing £200m FUM Generating £1m of Recurring Income from 240 Households
- The average client portfolio is close to £800,000 with very few clients below the £250,000
- The Principal wishes to remain in the business to provide continuity for the clients
- The majority of clients are in London and the Essex area and seen at local offices thus minimising any commuting time
For more information please call 01765 698 699 and quote the reference number 30863 ask for Toby Holbrey
