Established IFA firm for sale with over 20-year history. Directly authorised firm managing c£160 million for 800+ clients. Specialises in estate planning, IHT, and pension consolidation. Unique structure includes core advice business, legal entity, and an IFA Academy. Proprietary technology platform enhances efficiency. Almost £2 million turnover, £750,000 EBITDA with a nationwide client base with 50% aged 75 and over. Share purchase opportunity and the vendor is ideally seeking offers in excess of £7.5 million. Scalable model with growth potential.
Established IFA Firm for Sale
Reference: 46251 |
Region:
London , Selling |
Price: £7.5m + |
Funds Under Management: c£160m |
Recurring Income: £1.4m |
No of Active Households: c800 clients