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

Current turn over circa: £450,000

Offers over: £1,250,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Hertfordshire

Additional Notes:

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

The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office.

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 synergies.

The Principal is looking for a purchaser that can:

• Engage in a handover of 24-36 months

• Keep the staff and ideally the offices

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

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