Home / IFA Firms For Sale / London and South East / IFA Practice Managing c.£100m FUM, On Ongoing Charge of 0.6% With an Average Client Size of c.£500,000
Sold
£650,000

IFA Practice Managing c.£100m FUM, On Ongoing Charge of 0.6% With an Average Client Size of c.£500,000

Ref: 30468
Current Turnover
£650,000
Offers Over
£1,850,000
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: £650,000

Offers over: £1,850,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: Surrey

Additional Notes:
IFA Practice Managing c.£100m FUM, On Ongoing Charge of 0.6% With an Average Client Size of c.£500,000

- 90% of Clients in the Surrey area
- Maintainable Profit of the Practice is c.£300,000
- Both Principals looking to work in the business for the next 3-5 years

For more information please call 01765 698 699 and quote the reference number 30468 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30468
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 →