Home / IFA Firms For Sale / North West and Cumbria / £75m FUM IFA in Shropshire
£540,000

£75m FUM IFA in Shropshire

Ref: 31802
Current Turnover
£540,000
Offers Over
£1,225,000
Established
30 to 35 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
North West and Cumbria

Current turn over circa: £540,000

Offers over: £1,225,000

Established: 30 to 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes: This firm has an average portfolio size per household above £425k, meaning you will be taking on highly efficient and profitable clients.

c. 90% of the assets are with three major providers, increasing the simplicity of the transition post-sale.

For more information please call 01765 698 699 and quote the reference number 31802 ask for Edward Thorpe

North West and Cumbria

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Edward Thorpe
Quote reference: Seller Ref: 31802