Sold
£1,500,000
Berkshire/Oxfordshire Based IFA Managing c.£150m FUM with an Average Client Portfolio of c.£500,000
Ref: 30618
Current Turnover
£1,500,000
Offers Over
£3,800,000
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: £1,500,000
Offers over: £3,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Berkshire/Oxfordshire
Additional Notes:
Berkshire/Oxfordshire Based IFA Managing c.£150m FUM with an Average Client Portfolio of c.£500,000
- The average household is c.£500,000 per portfolio size with very few clients below £200,00 portfolio size
- The Principals are looking to remain in the business and develop the professional connections further and grow AUA
- The Practices produces c.£650,000 adjusted profit once factoring in a generous salary for the Principles
For more information please call 01765 698 699 and quote the reference number 30618 ask for Toby Holbrey
