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
