Home / IFA Firms For Sale / London and South East / £120m FUM IFA in London
Sold
£1,250,000

£120m FUM IFA in London

Ref: 31555
Current Turnover
£1,250,000
Offers Over
£4,200,000
Established
20 to 25 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East

Current turn over circa: £1,250,000

Offers over: £4,200,000

Established: 20 to 25 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Additional Notes: An average client age of 56 provides excellent opportunity for further portfolio accumulation.

With the team looking to continue and client loyalty in place, this business can continue to operate efficiently.

For more information please call 01765 698 699 and quote the reference number 31555 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 31555
London and South East

IFA similar to this

£21M AUM Kent IFA Client Bank for Sale

  • Turnover: £150,000
  • Offers Over: £500,000
  • Location: London and South East
View Details →

HNW IFA in East Sussex with £180m FUM

  • Turnover: £1,050,000
  • Offers Over: £4,000,000
  • Location: London and South East
View Details →

£1.25bn IFA in the South East

  • Turnover: £10,000,000
  • Offers Over: £14,000,000
  • Location: London and South East
View Details →

Australian Adviser with £22M AUM Looking to Sell UK Clients

  • Turnover: £140,000
  • Offers Over: £500,000
  • Location: London and South East
View Details →

£8.25m Client Bank Available as Adviser Relocates Overseas

  • Turnover: £100,000
  • Offers Over: £200,000
  • Location: London and South East
View Details →

£60M Surrey Wealth Management Firm Seeking Exit

  • Turnover: £300,000
  • Offers Over: £1,000,000
  • Location: London and South East
View Details →