Sold
£600,000
High-Net Worth Hertfordshire IFA Practice Managing £60m of Assets between 100 Families and Generating £550,000 in Recurring Income
Ref: 31129
Current Turnover
£600,000
Offers Over
£2,200,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £600,000
Offers over: £2,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes:
- The Principal wishes to remain in the business for 2-3 years managing his client bank
- The average invested per household is over £500,000 with very few clients under £200,000 in the business
For more information please call 01765 698 699 and quote the reference number 31129 ask for Toby Holbrey
