Current turn over circa: £100,000

Offers over: £340,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Hertfordshire

Locations: Watford

Additional Notes: Average portfolio size per household over £850k, meaning time will be spent with high value clients.

Average on-going advisor charge of 0.75%, representing an opportunity for uplift.

Average age of clients of 55, meaning there is significant opportunity in portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31089

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