On Hold Sash

Greater Manchester IFA £41m FUM 0.5% typical ongoing charge

Current turn over circa: £250,000

Offers over: £850,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Greater Manchester

Additional Notes: Long established directly authorised IFA with average portfolios in excess of £200k presents a rare opportunity for an experienced acquirer to add £40m plus of FUM within an hours drive of Manchester. A warm handover to ensure maximum client retention will be provided.
Businesses who can offer a competitive deposit of at least 50% with a profile of 50/25/25 on a share purchase basis will be looked upon favorably. This business has a clean compliance and regulatory record and IO back-office systems to provide due diligence upon request

For more information please call 01765 698 699 and quote the reference number 30406

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