Sold
£450,000
Buckinghamshire IFA Managing £50m FUM Generating £350,000 in Recurring Income
Ref: 30958
Current Turnover
£450,000
Offers Over
£1,400,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £450,000
Offers over: £1,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Buckinghamshire
Additional Notes:
- The Practice Houses an average portfolio size of c.£350,000 with very few clients holding less than £100,000 of invested assets
- All data is stored electronically with intelligent office serving as the back office
- No permanent staff or offices to follow with the acquisition and thus the business should make over £250,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30958 ask for Toby Holbrey
