Multi Award Winning, Boutique IFA in Central London specialising in High Net Worth clients (average portfolio size of £500,000), servicing portfolios up to £6,000,000 with £25m FUM and c.£250,000 in Recurring Revenue

Current turn over circa: £ 260,000

Offers over: £ 840,000

Established: 5-10 years

Gross Recurring Revenue: 200-300k

Number of staff: 1-3

Locations: Greater London

Additional Notes:
Multi Award Winning, Boutique IFA in Central London specialising in High Net Worth clients (average portfolio size of £500,000), servicing portfolios up to £6,000,000 with £25m FUM and c.£240,000 in Recurring Revenue

A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. The majority of clients travel to a serviced office in central London making the business both highly portable and flexible. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.

The success of the 20% Year-on-Year growth over the last 3 years can be partly accredited to the unique 4 stage client generation process from first contact to taking a client on board. From the first meeting, over 70% of prospects are converted to clients and over 95% once Terms and Conditions are signed.

One employed Adviser is flexible to stay in the business on a more permanent basis and help develop the business to the next level of growth and development. The breakdown of revenue compromises 65% investments, 25% pension (More details on request).

To find out more about this opportunity please contact Ben Spratt, quoting reference: 375565

For more information please call 01765 698 699 and quote the reference number 30028 ask for Toby Holbrey