Exceptional Hertfordshire Based Business, with £60million in FUM, Turnover Approaching £500,000 with the Majority Representing Recurring Income.

Current turn over circa: £ 500,000

Offers over: £ 1,600,000

Established: More years

Gross Recurring Revenue: 300-500k

Number of staff: 3-5

Locations: Hertfordshire

Additional Notes:
Exceptional Hertfordshire Based Business, with £60million in FUM, Turnover Approaching £500,000 with the Majority Representing Recurring Income.

With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£300 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time. 

A dedicated back office team, including paraplanners and admin staff, have worked alongside the advisors to ensure a top quality level of service, any acquirers offering a similarly high level of service would be well placed to make an offer. My client is flexible on deal structure and is willing to take a handover period of up to 2 years.

For more information please call 01765 698 699 and quote the reference number 30055 ask for Toby Holbrey