Home / IFA Firms For Sale / London and South East / Retiring Sole Trader in South Essex Managing £45m of FUM, £290,000 of Recurring Income across 130 Households
Sold
£300,000

Retiring Sole Trader in South Essex Managing £45m of FUM, £290,000 of Recurring Income across 130 Households

Ref: 30648
Current Turnover
£300,000
Offers Over
£1,100,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East

Current turn over circa: £300,000

Offers over: £1,100,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: South Essex

Additional Notes:

Retiring Sole Trader in South Essex Managing £45m of FUM, £290,000 of Recurring Income across 130 Households

- The Principal is looking for a strong client handover of between 3-9 months to bed in all the clients.

- The sale will be structured as a goodwill and asset sale with no liability to be taken on by purchaser.

- Support staff available to take on board if required by the purchaser.

For more information please call 01765 698 699 and quote the reference number 30648 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30648
London and South East

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