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

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

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