Home / IFA Firms For Sale / London and South East / HNW IFA in Surrey with £40m FUM
£250,000

HNW IFA in Surrey with £40m FUM

Ref: 31712
Current Turnover
£250,000
Offers Over
£780,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East

Current turn over circa: £250,000

Offers over: £780,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Additional Notes: At 0.5% ongoing, there is the potential for future uplift in revenues.

With an average household value above £500,000, you will be servicing highly profitable clients.

For more information please call 01765 698 699 and quote the reference number 31712 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 31712
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 →