Sold
£1,100,000
South West London IFA Practice Managing £130m FUM Generating £1.1m Recurring Income
Ref: 30608
Current Turnover
£1,100,000
Offers Over
£2,750,000
Established
10 to 15 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,100,000
Offers over: £2,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
South West London IFA Practice Managing £130m FUM Generating £1.1m Recurring Income
- Over 95% of assets on Platform and with very little legacy business making up the Recurring Income
- Most of the team are looking to stay and grow the business
- Majority of the assets are held with Discretionary Mangers
For more information please call 01765 698 699 and quote the reference number 30608 ask for Toby Holbrey
