UA-121778269-1

(Under Offer) Boutique IFA Focussed on HNW Sophisticated Clients

Description

Boutique IFA business focussed on young, professional, HNW, sophisticated investors.

£40m Funds Under Management expected by end of 2018, 80 clients and recurring annual fees of £350k pa

Ideal complement to an existing IFA business with scale. Founder wishes to remain and continue growing the business..

Listing Details

  • Listing Number: 62394-96359
  • Location: Greater London, England
  • Price: 1,000,000 GBP
  • Down Payment: 0 GBP
  • Sellers Discretionary Earnings: 300,000 GBP
  • Category: Financial Related

  • Inventory: 0 GBP
  • FF&E: 0 GBP
  • Employees: 2
  • Years Owned: 6
  • Reason for Selling: Business expansion

Business Listed By: