Home / IFA Firms For Sale / London and South East / Berkshire IFA managing £55m AUM charging .5%
On Hold
£400,000

Berkshire IFA managing £55m AUM charging .5%

Ref: 31057
Current Turnover
£400,000
Offers Over
£1,000,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East

Current turn over circa: £300,000

Offers over: £1,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Berkshire

Locations: Reading

Additional Notes: Average on-going advisor charge of 0.5%, representing room for further uplift.

Average client age of 61, meaning the portfolios have room for further accumulation.

For more information please call 01765 698 699 and quote the reference number 31057 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
01765 698 699
Quote reference: Show me more sellers like this Ref: 31057
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London and South East
London and South East IFA For Sale

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