Home / IFA Firms For Sale / London and South East / Highly Profitable Wealth Management Firm Generating c.£800,000 in Profit, a Typical Portfolio size of over £300,000 and a Great Staff Base Who Will Remain and Continue to Manage the Clients
Sold
£1,400,000

Highly Profitable Wealth Management Firm Generating c.£800,000 in Profit, a Typical Portfolio size of over £300,000 and a Great Staff Base Who Will Remain and Continue to Manage the Clients

Ref: 16512
Current Turnover
£1,400,000
Offers Over
£4,500,000
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: £1,400,000

Offers over: £4,500,000

Established: 25 to 30 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Hampshire

Additional Notes:
Highly Profitable Wealth Management Firm Generating c.£800,000 in Profit, a Typical Portfolio size of over £300,000 and a Great Staff Base Who Will Remain and Continue to Manage the Clients

For more information please call 01765 698 699 and quote the reference number 16512 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 16512
London and South East

IFA similar to this

Kent IFA: 14 corporate clients (£133k p.a.) and 44 private clients (£14m FUM, £57k p.a.)

  • Turnover: £180,000
  • Offers Over: £700,000
  • Location: London and South East
View Details →

£18m IFA with Sussex Client Bank Looking for Retirement Sale

  • Turnover: £135,000
  • Offers Over: £420,000
  • Location: London and South East
View Details →

£50m AUM Adviser Looking For Sell & Stay

  • Turnover: £235,000
  • Offers Over: £850,000
  • Location: London and South East
View Details →

Highlands Based Advisor with £40m AUM Looking for Retirement

  • Turnover: £200,000
  • Offers Over: £600,000
  • Location: London and South East
View Details →

£8m National Client Bank for Sale

  • Turnover: £40,000
  • Offers Over: £120,000
  • Location: London and South East
View Details →

£33M With Adviser Looking for Sell & Stay

  • Turnover: £200,000
  • Offers Over: £850,000
  • Location: London and South East
View Details →