Home / IFA Firms For Sale / South West / High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe
Sold
£800,000

High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe

Ref: 30503
Current Turnover
£800,000
Offers Over
£3,100,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
South West

Current turn over circa: £800,000

Offers over: £3,100,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Wiltshire

Additional Notes:

High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe

- Located in the Wiltshire/Gloucestershire area

For more information please call 01765 698 699 and quote the reference number 30503 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30503
South West

IFA similar to this

IFA in Cornwall with £70m FUM

  • Turnover: £600,000
  • Offers Over: £1,800,000
  • Location: South West
View Details →

IFA in Bristol with £55m FUM

  • Turnover: £550,000
  • Offers Over: £1,850,000
  • Location: South West
View Details →

South Wales IFA with £37.5m AUM looking for exit

  • Turnover: £300,000
  • Offers Over: £750,000
  • Location: South West
View Details →

IFA in Gloucester with £190m FUM

  • Turnover: £900,000
  • Offers Over: £3,000,000
  • Location: South West
View Details →

Hampshire Network IFA with £11m AUM

  • Turnover: £100,000
  • Offers Over: £315,000
  • Location: South West
View Details →

South West Network IFA with £22m FUM

  • Turnover: £250,000
  • Offers Over: £650,000
  • Location: South West
View Details →