£270,000
IFA in West Sussex with £23m FUM
Ref: 16903
Current Turnover
£270,000
Offers Over
£1,000,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £270,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: This business has an average fund value per client of £335k, meaning you will be looking after valuable and profitable clients who still have room to grow further.
The FUM is all with one major provider, increasing the simplicity of the transition of client assets post-sale.
The ideal buyer will be able to pay for the assets and goodwill of the business over 12 months.
For more information please call 01765 698 699 and quote the reference number 16903 ask for Toby Holbrey
