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

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