This listing Has Been Sold

HNW IFA Practice Managing £100m FUM Generating £850,000 in Recurring Income from 120 Clients

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 Edward Thorpe

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