Home / IFA Firms For Sale / London and South East / Single Adviser Practice Managing £40m FUM, £300,000 in Recurring Income and 130 Households
Sold
£300,000

Single Adviser Practice Managing £40m FUM, £300,000 in Recurring Income and 130 Households

Ref: 30626
Current Turnover
£300,000
Offers Over
£1,050,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East

Current turn over circa: £300,000

Offers over: £1,050,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: East Sussex

Additional Notes:

Single Adviser Practice Managing £40m FUM Generating £300,000 of Recurring Income across 130 Households

- No exposure to risky products within the business

- No staff/ infrastructure to be taken on in the acquisition

- The Principle is seeking a Handover of 3-6 months

For more information please call 01765 698 699 and quote the reference number 30626 ask for Edward Thorpe

London and South East

Contact Us

ET
Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30626

IFA similar to this

£53m Client Bank Across 17 High-Value Households

  • Turnover: £268,000
  • Offers Over: £1,000,000
  • Location: London and South East
View Details →

Central London IFA with £130m FUM

  • Turnover: £1,150,000
  • Offers Over: £3,750,000
  • Location: London and South East
View Details →

Adviser Looking to Sell £13m AUM of Valuable Clients

  • Turnover: £130,000
  • Offers Over: £400,000
  • Location: London and South East
View Details →

£12M AUM North-West Home Counties / London Client Bank

  • Turnover: £130,000
  • Offers Over: £300,000
  • Location: London and South East
View Details →

IFA on the South Coast with £400m FUM

  • Turnover: £3,250,000
  • Offers Over: £8,000,000
  • Location: London and South East
View Details →