Home / IFA Firms For Sale / South West / £4m FUM client bank to be integrated with only 20 clients and an average portfolio size of over £200,000
Sold
£25,000

£4m FUM client bank to be integrated with only 20 clients and an average portfolio size of over £200,000

Ref: 30615
Current Turnover
£25,000
Offers Over
£80,000
Established
10 to 15 years
Location
South West

Current turn over circa: £25,000

Offers over: £80,000

Established: 10 to 15 years

Gross Recurring Revenue:

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30615
South West

IFA similar to this

Unique Discretionary Manager with £350m in the South West

  • Turnover: £3,500,000
  • Offers Over: £15,000,000
  • Location: South West
View Details →

£10m AUM Directly Authorised Firm For Sale

  • Turnover: £50,000
  • Offers Over: £150,000
  • Location: South West
View Details →

IFA in the South West with £200m FUM

  • Turnover: £1,900,000
  • Offers Over: £7,000,000
  • Location: South West
View Details →

Bristol Adviser Looking to Sell £30m Client Book

  • Turnover: £175,000
  • Offers Over: £400,000
  • Location: South West
View Details →

HNW IFA in Hertodshire with £100m FUM

  • Turnover: £750,000
  • Offers Over: £2,750,000
  • Location: South West
View Details →

Herefordshire Retiring IFA with c.£25m FUM

  • Turnover: £145,000
  • Offers Over: £600,000
  • Location: South West
View Details →