£2,000,000
West Yorkshire IFA with £300m FUM
Ref: 31888
Current Turnover
£2,000,000
Offers Over
£8,000,000
Established
15 to 20 years
Gross Recurring Revenue
1-2m
Number of Staff
10 to 20
Location
North East and Yorkshire
Current turn over circa: £2,000,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With advisers, back-office staff and an office in place, this business can continue to grow within it's existing structure, or as part of a larger organisation.
90% of the assets are with one major platform, simplifying the transition of client assets post-sale.
This firm has zero DB transfers or complaints, representing a very clean compliance record and a low-risk opportunity for an acquirer.
For more information please call 01765 698 699 and quote the reference number 31888 ask for Oliver Macer
