Current turn over circa: £450,000

Offers over: £1,320,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Berkshire

Additional Notes: High-Net Worth IFA Practice Manging c.£80m of Assets with 120 Households

- The current average Ongoing Advisory Fees are c.0.4-0.5%

- The typical client holds c.£500-£600,000 as an average portfolio value enusring every client is profitable

- Over 90% of client Funds are held on platform

For more information please call 01765 698 699 and quote the reference number 30587

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