£450,000
Hertfordshire Based IFA Practice with c.£45m FUM, c.100 Families with an Average Portfolio of Over £400,000
Ref: 30226
Current Turnover
£450,000
Offers Over
£1,250,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
London and South East
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 Hertfordshire Based, IFA Practice with c.£37m 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.
For more information please call 01765 698 699 and quote the reference number 30226 ask for Toby Holbrey
