Home / IFA Firms For Sale / London and South East / High-Net-Worth London Based Practice With Revenue of c.£3.5m and a Maintainable Profit of Between £2-2.5m.
£3,500,000

High-Net-Worth London Based Practice With Revenue of c.£3.5m and a Maintainable Profit of Between £2-2.5m.

Ref: 30399
Current Turnover
£3,500,000
Offers Over
£11,000,000
Established
25 to 30 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East

Current turn over circa: £3,500,000

Offers over: £11,000,000

Established: 25 to 30 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Greater London

Additional Notes: High-Net-Worth London Based Practice With Revenue of c.£3.5m and a Maintainable Profit of between £2-2.5m.

- The Practice houses an average client portfolio size of
over £1m in invested assets.
- There is built in succession planning within the practice
needing only a part time adviser to service the remainder of
the clients.
- The purchase of the Practice would be a goodwill and
asset sale meaning no liability will be taken on by the
acquirer.

For more information please call 01765 698 699 and quote the reference number 30399 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 30399
London and South East

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