Home / IFA Firms For Sale / London and South East / Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice
On Hold
£150,000

Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice

Ref: 30250
Current Turnover
£150,000
Offers Over
£400,000
Established
More than 35 years
Gross Recurring Revenue
100-150k
Number of Staff
3 to 5
Location
London and South East

Current turn over circa: £150,000

Offers over: £400,000

Established: More than 35 years

Gross Recurring Revenue: 100-150k

Number of staff: 3 to 5

Locations: Maidstone

Additional Notes:
Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice

The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Businesses you’re likely to see anywhere on the marketplace at this time. 

The firm's client bank is extremely local with over 90% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.

For more information please call 01765 698 699 and quote the reference number 30250 ask for Toby Holbrey

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Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30250
London and South East

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