Sold
£800,000
Surrey/South London Based IFA Managing c.£150m FUM Generating c.£750,000 in Recurring Income
Ref: 30934
Current Turnover
£800,000
Offers Over
£3,100,000
Established
30 to 35 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey/South London
Additional Notes:
- Single Principal firm who wishes to hand clients to the new firm over a 1-2 year period
- No risky products have been advised in the business, reducing the liability of a potential purchase
- The vast majority of assets are on two platforms
For more information please call 01765 698 699 and quote the reference number 30934 ask for Toby Holbrey
