Home / IFA Firms For Sale / London and South East / £20m FUM IFA with a 0.5% average on-going advisor charge
Under Offer
£117,000

£20m FUM IFA with a 0.5% average on-going advisor charge

Ref: 31117
Current Turnover
£117,000
Offers Over
£370,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
London and South East

Current turn over circa: £117,000

Offers over: £370,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Berkshire

Locations: Reading

Additional Notes: With an average portfolio size per-household of £400k, time will be spent most effectively with high-value clients.

An average on-going advisor charge of 0.5% represents chance for uplift.

For more information please call 01765 698 699 and quote the reference number 31117 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
01765 698 699
Quote reference: Show me more sellers like this Ref: 31117
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London and South East
London and South East IFA For Sale

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