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
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£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

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

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