Home / IFA Firms For Sale / London and South East / Remote serviced IFA Generating c £60,000 from £7m AUA
Sold
£60,000

Remote serviced IFA Generating c £60,000 from £7m AUA

Ref: 31153
Current Turnover
£60,000
Offers Over
£205,000
Established
20 to 25 years
Gross Recurring Revenue
50-70k
Location
London and South East

Current turn over circa: £60,000

Offers over: £205,000

Established: 20 to 25 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Greater London

Locations: Stevenage

Additional Notes: - The average investment per household is over £280,000 making the clients very profitable to service remotely.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- Very low ongoing advisor charge of 0.65% providing room for potential uplift maximising profits post acquisition.

For more information please call 01765 698 699 and quote the reference number 31153 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 31153
London and South East

IFA similar to this

£8.25m Client Bank Available as Adviser Relocates Overseas

  • Turnover: £100,000
  • Offers Over: £200,000
  • Location: London and South East
View Details →

£60M Surrey Wealth Management Firm Seeking Exit

  • Turnover: £300,000
  • Offers Over: £1,000,000
  • Location: London and South East
View Details →

IFA in the South East with £350m FUM

  • Turnover: £2,000,000
  • Offers Over: £7,500,000
  • Location: London and South East
View Details →

High-Net-Worth IFA in the South-East with £145m FUM

  • Turnover: £850,000
  • Offers Over: £3,300,000
  • Location: London and South East
View Details →

High-Net-Worth IFA in Hertfodshire with £85m FUM

  • Turnover: £850,000
  • Offers Over: £2,750,000
  • Location: London and South East
View Details →

£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 →