IFA portfolio
Reference: ME221
Appointment Type: Single Joint Expert
Service Area: Valuations, Divorce and Matrimonial Matters
Industry: Financial Services
Litigation Type: Matrimonial
Size of Case: £100,000 - £500,000
I was asked to identify the capital value of the portfolio of clients and the expected sustainable income. The Husband has developed and migrated his portfolio of clients as he moved between IFA firm networks.
