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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.