West Yorkshire IFA with £300m FUM

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 Byron Snaith

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