Home / IFA Firms For Sale / East Midlands / Lincoln based IFA. £30mill FUM, charging 0.5% ongoing. Looking to find the right home for their loyal client bank.
Sold
£150,000

Lincoln based IFA. £30mill FUM, charging 0.5% ongoing. Looking to find the right home for their loyal client bank.

Ref: 30650
Current Turnover
£150,000
Offers Over
£390,000
Established
5 to 10 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
East Midlands

Current turn over circa: £150,000

Offers over: £390,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Lincolnshire

Additional Notes: - No DBT
- Share purchase only
- Avg. portfolio over £250,000

For more information please call 01765 698 699 and quote the reference number 30650 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 30650
East Midlands

IFA similar to this

£30m FUM | £280k RI | 220 Households | Strong Bolt-On Opportunity

  • Turnover: £300,000
  • Offers Over: £1,000,000
  • Location: East Midlands
View Details →

East-Midlands £20m FUM Client Bank

  • Turnover: £100,000
  • Offers Over: £350,000
  • Location: East Midlands
View Details →

Northhampton IFA Genertaing c. £140k RI from £25m FUM and Just 90 Households

  • Turnover: £160,000
  • Offers Over: £550,000
  • Location: East Midlands
View Details →

Derbyshire based IFA with £40m FUM at 0.5% On-Going Charge

  • Turnover: £230,000
  • Offers Over: £750,000
  • Location: East Midlands
View Details →

£100m FUM IFA in the East Midlands

  • Turnover: £600,000
  • Offers Over: £2,100,000
  • Location: East Midlands
View Details →

Suffolk Retiring IFA Generating c.£415k RI

  • Turnover: £500,000
  • Offers Over: £2,000,000
  • Location: East Midlands
View Details →