Home / IFA Firms For Sale / North East and Yorkshire / West Yorkshire IFA circa £25m AUM Directly Authorised
£250,000

West Yorkshire IFA circa £25m AUM Directly Authorised

Ref: 31823
Current Turnover
£250,000
Offers Over
£1,000,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
North East and Yorkshire

Current turn over circa: £250,000

Offers over: £1,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: West Yorkshire

Additional Notes: This firm benefits from:

- Impressive low PI premium no claims upheld or pending
- 90% Clients within 45 minutes
- Retirement sale

For more information please call 01765 698 699 and quote the reference number 31823 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31823
North East and Yorkshire

IFA similar to this

South Yorkshire IFA with £150m FUM

  • Turnover: £1,600,000
  • Offers Over: £6,000,000
  • Location: North East and Yorkshire
View Details →

Yorkshire IFA with £160m FUM

  • Turnover: £1,200,000
  • Offers Over: £4,000,000
  • Location: North East and Yorkshire
View Details →

£30m AUM, 100-Client Bolt-On with Immediate Profit and Pricing Upside

  • Turnover: £200,000
  • Offers Over: £600,000
  • Location: North East and Yorkshire
View Details →

Sheffield Based Asset Sale c.£50m AUM 0.65% OAC

  • Turnover: £350,000
  • Offers Over: £1,000,000
  • Location: North East and Yorkshire
View Details →

Sole Trader with £16m AUM, 37-Client Bolt-On Opportunity with Revenue Uplift Potential

  • Turnover: £90,000
  • Offers Over: £315,000
  • Location: North East and Yorkshire
View Details →

East Yorkshire IFA Managing c.£18m

  • Turnover: £160,000
  • Offers Over: £575,000
  • Location: North East and Yorkshire
View Details →