Home / IFA Firms For Sale / South West / Gloucestershire / South Wales Based Practice Managing £250m FUM Spread Across c.300 Households
Sold
£800,000

Gloucestershire / South Wales Based Practice Managing £250m FUM Spread Across c.300 Households

Ref: 30803
Current Turnover
£800,000
Offers Over
£2,900,000
Established
30 to 35 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
South West

Current turn over circa: £800,000

Offers over: £2,900,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10 to 20

Locations: Gloucestershire / South Wales

Additional Notes:

- The average investment per household is over £700,000 and thus the vast majority of clients are profitable to service.

- The business runs very efficiently with a net profit margin of over 50%

For more information please call 01765 698 699 and quote the reference number 30803 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30803
South West

IFA similar to this

Herefordshire Retiring IFA with c.£25m FUM

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

Retirement Sale of £6.6m AUM Wiltshire Clients

  • Turnover: £100,000
  • Offers Over: £90,000
  • Location: South West
View Details →

£20m South Wales Network Firm Looking For Sale

  • Turnover: £150,000
  • Offers Over: £450,000
  • Location: South West
View Details →

£34m AUM South West IFA Seeking Purchase

  • Turnover: £350,000
  • Offers Over: £650,000
  • Location: South West
View Details →

HNW South West IFA with £200m FUM

  • Turnover: £2,200,000
  • Offers Over: £9,000,000
  • Location: South West
View Details →

Highly Profitble IFA in the South West

  • Turnover: £1,150,000
  • Offers Over: £4,000,000
  • Location: South West
View Details →