Home / IFA Firms For Sale / London and South East / Gloucestershire/Worcestershire Sole Practitioner IFA Managing £58m FUM Generating £372,000 in Recurring Income
On Hold
£485,000

Gloucestershire/Worcestershire Sole Practitioner IFA Managing £58m FUM Generating £372,000 in Recurring Income

Ref: 30960
Current Turnover
£485,000
Offers Over
£1,395,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East

Current turn over circa: £485,000

Offers over: £1,395,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Gloucestershire/Worcestershire

Additional Notes:
- The business advises 170 Households with an average portfolio of c.£350k

- No staff are likely to stay with the business

For more information please call 01765 698 699 and quote the reference number 30960 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30960
London and South East

IFA similar to this

£2.5m AUM Client Bank on South Coast for Quick Sale

  • Turnover: £50,000
  • Offers Over: £60,000
  • Location: London and South East
View Details →

Retiring Adviser £60m FUM Client Bank with 100 Family Groups Based in West Home Counties

  • Turnover: £500,000
  • Offers Over: £2,000,000
  • Location: London and South East
View Details →

Highly Profitable IFA with £80m FUM in Essex

  • Turnover: £1,200,000
  • Offers Over: £3,500,000
  • Location: London and South East
View Details →

IFA in the South East with £700m FUM

  • Turnover: £6,000,000
  • Offers Over: £13,000,000
  • Location: London and South East
View Details →

Sole Adviser in Surrey with £60m FUM

  • Turnover: £600,000
  • Offers Over: £1,500,000
  • Location: London and South East
View Details →

IFA in the South Coast with £200m FUM

  • Turnover: £1,150,000
  • Offers Over: £4,000,000
  • Location: London and South East
View Details →