Home / IFA Firms For Sale / London and South East / Rare Opportunity to Acquire an Exceptional Practice with a flat 0.5% Ongoing Charge, an Average Portfolio Size of Over .£300k and a very Scalable Staff Base.
Sold
£450,000

Rare Opportunity to Acquire an Exceptional Practice with a flat 0.5% Ongoing Charge, an Average Portfolio Size of Over .£300k and a very Scalable Staff Base.

Ref: 30129
Current Turnover
£450,000
Offers Over
£1,200,000
Established
20-2 years
Gross Recurring Revenue
300-500k
Number of Staff
3-5
Location
London and South East

Current turn over circa: £ 450,000

Offers over: £ 1,200,000

Established: 20-2 years

Gross Recurring Revenue: 300-500k

Number of staff: 3-5

Locations: Redhill

Additional Notes:

Rare Opportunity to Acquire an Exceptional Practice with a flat 0.5% Ongoing Charge, an Average Portfolio Size of Over .£300k and a very Scalable Staff Base.

Rare opportunity to acquire a fantastically profitable Practice established over two decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 65%) serviced at the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.

The practice has zero exposure to defined benefit transfers and has a large focus on financial planning, especially in the accumulation phase. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time. 

For more information please call 01765 698 699 and quote the reference number 30129 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30129
London and South East

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