(SOLD – SIMILAR REQUIRED)Established HNW Fee Practice - City London - £220k Recurring
Seller Ref : 78
LOCATION: City London
TURNOVER: £400,000
RECURRING INCOME: Circa £220,000
FUNDS UNDER INFLUENCE: £20Million + SIPPS + Fees
CLIENT BANK: 138 HNW (Fee Paying)
PRICE: £550,000 +
A fantastic opportunity to acquire a highly profitable practice based around an annually fee paying client base. All clients are booked in annually for a review and 80% do this in-house from their office in Central London (Negotiable). The business is more Investment focussed however in recent years a strong SIPP business has evolved within the practice generating circa £30,000 per annum in recurring income. A flexible handover is available and future business introductions from a non-regulated business venture the proprietor is involved with
LOCATION: City London
TURNOVER: £400,000
RECURRING INCOME: Circa £220,000
FUNDS UNDER INFLUENCE: £20Million + SIPPS + Fees
CLIENT BANK: 138 HNW (Fee Paying)
PRICE: £550,000 +
A fantastic opportunity to acquire a highly profitable practice based around an annually fee paying client base. All clients are booked in annually for a review and 80% do this in-house from their office in Central London (Negotiable). The business is more Investment focussed however in recent years a strong SIPP business has evolved within the practice generating circa £30,000 per annum in recurring income. A flexible handover is available and future business introductions from a non-regulated business venture the proprietor is involved with
