Sold
£810,000
High-Net-Worth IFA Practice Managing £130m FUM Generating £650,000 in Recurring Income from 130 Households
Ref: 15468
Current Turnover
£810,000
Offers Over
£3,100,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £810,000
Offers over: £3,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: London/Midlands
Additional Notes:
- No offices / staff will likely remain in the business
- The principal wishes to remain for 1-2 years to bed in the clients
- Majority of client money (70-80%) is held within Investment and Unit Trusts in portfolios put together in house.
For more information please call 01765 698 699 and quote the reference number 15468 ask for Toby Holbrey
