Home / IFA Firms For Sale / London and South East / Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices
Sold
£170,000

Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices

Ref: 30576
Current Turnover
£170,000
Offers Over
£615,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
London and South East

Current turn over circa: £170,000

Offers over: £615,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Greater London

Additional Notes:
Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices

- Average Portfolio Size c.£320,000 with the vast majority of clients being in accumulation
- No staff or infrastructure to take on with the client bank leading to a very high profit margin once integrated
- The business has a particular specialism in Doctors with c.80% of the client bank being medical professionals

For more information please call 01765 698 699 and quote the reference number 30576 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30576
London and South East

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