Home / IFA Firms For Sale / London and South East / IFA with £30m FUM in Surrey/London
On Hold
£220,000

IFA with £30m FUM in Surrey/London

Ref: 31676
Current Turnover
£220,000
Offers Over
£750,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East

Current turn over circa: £220,000

Offers over: £750,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Additional Notes: With an average household FUM of £500k, this represents a core group of profitable clients.

Over 90% of the FUM is with one major platform, simplifying the transition post sale.

For more information please call 01765 698 699 and quote the reference number 31676 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 31676
London and South East

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