Shield logo
RETIRING IFA
Business Acquisition

Exceptional Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London

Current turn over circa: £750,000

Offers over: £2,300,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Greater London

Additional Notes:
Exceptional South West London Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London

For more information please call 01765 698 699 and quote the reference number 30267

REQUEST INFORMATION

IFA similar to this

Location Turnover Offers Over
Highlands£750000£0
Guildford£650000£1750000
Dumfries and Galloway£70000£210000
£700000£2400000