Hertfordshire Based IFA Practice with c.£45m FUM, c.100 Families with an Average Portfolio of Over £400,000

Current turn over circa: £425,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Hertfordshire

Additional Notes:

Exceptional Essex Based IFA Practice with c.£40m FUM, c.100 Families with an Average Portfolio of Over £350,000

The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.

The Practice would add c.£250,000 of profit to any firm looking to take on the practice which would likely be higher with immediate cost based synergies.

For more information please call 01765 698 699 and quote the reference number 30226 ask for Toby Holbrey