Home / IFA Firms For Sale / North East and Yorkshire / Sole Adviser IFA with £55m FUM
£400,000

Sole Adviser IFA with £55m FUM

Ref: 31864
Current Turnover
£400,000
Offers Over
£1,200,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
North East and Yorkshire

Current turn over circa: £400,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: West Yorkshire

Additional Notes: The average household value is over £400k, meaning you will be looking after quality and highly profitable clients.

The vast majority of the assets are with three major providers, increasing the simplicity of the transition post-sale.

There are no complaints or high-risk products in the business, reducing the uncertainty of issues and costs post-sale.

For more information please call 01765 698 699 and quote the reference number 31864 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31864
North East and Yorkshire

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