£5,000,000
£5m Turnover IFA Practice with a £1.5m Profit Line Located in the South
Ref: 30637
Current Turnover
£5,000,000
Offers Over
£12,500,000
Established
30 to 35 years
Gross Recurring Revenue
More than 2m
Number of Staff
20 to 50
Location
London and South East
Current turn over circa: £5,000,000
Offers over: £12,500,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South England
Additional Notes: Profitable Wealth Management Practice that currently manages £600m FUM, outsources Investment Management to a panel of DFMs and houses 6-7 advisers
The desired Purchaser can:
- Maintain current platform relationships
- Retain the staff base and the offices
- Continue the brand of the business for 1/2 years
For more information please call 01765 698 699 and quote the reference number 30637 ask for Toby Holbrey
