£260,000
Buckinghamshire IFA with £31m AUM
Ref: 31841
Current Turnover
£260,000
Offers Over
£800,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £260,000
Offers over: £800,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Buckinghamshire
Additional Notes: The sale includes the sole adviser remaining with the business post-sale, ensuring minimal disruption and strong client retention.
As a network-appointed business, regulatory risk and historical liabilities do not transfer to the acquirer.
With an average client age of 60, there is strong potential for long-term asset retention and recurring income.
For more information please call 01765 698 699 and quote the reference number 31841 ask for Toby Holbrey
