Home / IFA Firms For Sale / South West / Highly profitable, HNW IFA in Surrey
£750,000

Highly profitable, HNW IFA in Surrey

Ref: 31534
Current Turnover
£750,000
Offers Over
£2,800,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
South West

Current turn over circa: £750,000

Offers over: £2,800,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: With just over 100 households, you will be servicing a quality, compact group of clients.

For more information please call 01765 698 699 and quote the reference number 31534 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 31534
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 →