HNW IFA in Hertofshire with £115m FUM

Current turn over circa: £1,050,000

Offers over: £2,750,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: 90% of the assets in the business are with 2 major providers, increasing the simplicity of the transition post-sale.

With an average on-going adviser charge of 0.5%, there is the potnetial for future uplift in revenues.

For more information please call 01765 698 699 and quote the reference number 31783 ask for Edward Thorpe

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