Home / IFA Firms For Sale / South West / Gloucester IFA with £40m FUM and an Average On-Going Advisor Charge of 0.45%
Sold
£240,000

Gloucester IFA with £40m FUM and an Average On-Going Advisor Charge of 0.45%

Ref: 31093
Current Turnover
£240,000
Offers Over
£485,000
Established
25 to 30 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West

Current turn over circa: £240,000

Offers over: £485,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Gloucestershire

Locations: Gloucester

Additional Notes: With an average portfolio size per-household of £500,000, time will be spent with high-value clients.

For more information please call 01765 698 699 and quote the reference number 31093 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
01765 698 699
Quote reference: Show me more sellers like this Ref: 31093
REQUEST BUSINESSES LIKE THIS CALL NOW
South West
South West IFA For Sale

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 →