Home / IFA Firms For Sale / South West / HNW IFA in the South-West with £150m FUM
Sold
£1,300,000

HNW IFA in the South-West with £150m FUM

Ref: 31559
Current Turnover
£1,300,000
Offers Over
£4,400,000
Established
10 to 15 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
South West

Current turn over circa: £1,300,000

Offers over: £4,400,000

Established: 10 to 15 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Somerset

Additional Notes: With an average client above £350k, time will be spent efficiently and profitably.

For more information please call 01765 698 699 and quote the reference number 31559 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 31559
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 →