Home / IFA Firms For Sale / London and South East / Single Adviser Practice Housing £60m FUM Generating £350,000 Recurring Income, an Average Client Size of £300,000
On Hold
£400,000

Single Adviser Practice Housing £60m FUM Generating £350,000 Recurring Income, an Average Client Size of £300,000

Ref: 30440
Current Turnover
£400,000
Offers Over
£1,225,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
London and South East

Current turn over circa: £400,000

Offers over: £1,225,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: West Sussex

Additional Notes:
Single Adviser Practice Housing £60m FUM Generating £350,000 Recurring Income, an Average Client Size of £300,000

- The Principal is looking for a handover of between 3-12
months
- No infrastructure to take post completion
- All clients seen face to face at least once a year

For more information please call 01765 698 699 and quote the reference number 30440 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30440
London and South East

IFA similar to this

£21M AUM Kent IFA Client Bank for Sale

  • Turnover: £150,000
  • Offers Over: £500,000
  • Location: London and South East
View Details →

HNW IFA in East Sussex with £180m FUM

  • Turnover: £1,050,000
  • Offers Over: £4,000,000
  • Location: London and South East
View Details →

£1.25bn IFA in the South East

  • Turnover: £10,000,000
  • Offers Over: £14,000,000
  • Location: London and South East
View Details →

Australian Adviser with £22M AUM Looking to Sell UK Clients

  • Turnover: £140,000
  • Offers Over: £500,000
  • Location: London and South East
View Details →

£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 →