Home / IFA Firms For Sale / London and South East / Surrey Based Practice Housing £190m FUM, an Average Ongoing Fee of 0.6% and an Average Client Portfolio Size of £600,000
On Hold
£1,300,000

Surrey Based Practice Housing £190m FUM, an Average Ongoing Fee of 0.6% and an Average Client Portfolio Size of £600,000

Ref: 16319
Current Turnover
£1,300,000
Offers Over
£4,100,000
Established
25 to 30 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East

Current turn over circa: £1,300,000

Offers over: £4,100,000

Established: 25 to 30 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Surrey

Additional Notes:
Surrey Based Practice Housing £190m FUM, an Average Ongoing Fee of 0.6% and an Average Client Portfolio Size of £600,000

For more information please call 01765 698 699 and quote the reference number 16319 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 16319
London and South East

IFA similar to this

£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 →

IFA in the South East with £350m FUM

  • Turnover: £2,000,000
  • Offers Over: £7,500,000
  • Location: London and South East
View Details →

High-Net-Worth IFA in the South-East with £145m FUM

  • Turnover: £850,000
  • Offers Over: £3,300,000
  • Location: London and South East
View Details →

High-Net-Worth IFA in Hertfodshire with £85m FUM

  • Turnover: £850,000
  • Offers Over: £2,750,000
  • Location: London and South East
View Details →

£2.5m AUM Client Bank on South Coast for Quick Sale

  • Turnover: £50,000
  • Offers Over: £60,000
  • Location: London and South East
View Details →