Exceptional High-Net-Worth Specialist IFA Practice in London with £110m FUM, c.100 Families with an Average Portfolio of c.£1m and an Adjusted EBITDA of £7-800k.

Ref: 30155

Current Turnover

£1,000,000

Offers Over

£3,700,000

Established

20-2 years

Gross Recurring Revenue

1-2m

Number of Staff

1-3

Location

London and South East

Current turn over circa: £ 1,000,000

Offers over: £ 3,700,000

Established: 20-2 years

Gross Recurring Revenue: 1-2m

Number of staff: 1-3

Locations: Greater London

Additional Notes:
Exceptional High-Net-Worth Specialist IFA Practice in London with £110m FUM, c.100 Families with an Average Portfolio of c.£1m and an Adjusted EBITDA of £7-800k.

The Practice now receives over 70 referrals a year of which only those above £1m are taken on board, the rest passed to another Practice. Opportunity to capitalise on this stream of clients will be available to the purchaser post completion.
A large proportion of the clients consist of Bankers and Lawyers in both the City and Canary Warf with the Top 10 clients averaging £3.75m portfolios.
The average age of the clients is c.55 meaning there are many decades of cash flow left with each client.

For more information please call 01765 698 699 and quote the reference number 30155 ask for Edward Thorpe