Sold
£925,000
HNW IFA Practice Managing £100m FUM Generating £850,000 in Recurring Income from 120 Clients
Ref: 30698
Current Turnover
£925,000
Offers Over
£3,400,000
Established
25 to 30 years
Gross Recurring Revenue
70-100k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £90,000
Offers over: £320,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes:
Partial Asset Sale of c.£10m Funds Under Management with no Clients below £100,000 in Portfolio Value
The vast majority of clients can be serviced remotely
For more information please call 01765 698 699 and quote the reference number 30698 ask for Toby Holbrey
