Home / IFA Firms For Sale / London and South East / Opportunity to Buy a Fantastic Bank of 300 Active Renewal clients, Turning Over c.£200,000 (97% Recurring) with all Clients on 0.5% Ongoing Advisory Charge.
On Hold
£200,000

Opportunity to Buy a Fantastic Bank of 300 Active Renewal clients, Turning Over c.£200,000 (97% Recurring) with all Clients on 0.5% Ongoing Advisory Charge.

Ref: 30053
Current Turnover
£200,000
Offers Over
£670,000
Established
More years
Gross Recurring Revenue
150-200k
Number of Staff
1-3
Location
London and South East

Current turn over circa: £ 200,000

Offers over: £ 670,000

Established: More years

Gross Recurring Revenue: 150-200k

Number of staff: 1-3

Locations: Cambridgeshire

Additional Notes:
Opportunity to Buy a Fantastic Bank of 300 Active Renewal clients, Turning Over c.£200,000 (97% Recurring) with all Clients on 0.5% Ongoing Advisory Charge.

The Practice is attracting an Average of 2-3 new clients per month through referrals alone, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Cambridge postcode. The Practice represents an opportunity with huge potential uplift and a very attractive payback period for an initial investment.

There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.

For more information please call 01765 698 699 and quote the reference number 30053 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 30053
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 →