Home / IFA Firms For Sale / London and South East / Retiring IFA Generating c £75,000 RI
Sold
£80,000

Retiring IFA Generating c £75,000 RI

Ref: 31061
Current Turnover
£80,000
Offers Over
£270,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Location
London and South East

Current turn over circa: £80,000

Offers over: £270,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Greater London

Locations: Stevenage

Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The acquisition of the business would be structured as an asset, with no liability assumed by the acquiring party.
- The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31061 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 31061
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 →