£2,800,000
IFA in the North-West with £375m FUM
Ref: 31939
Current Turnover
£2,800,000
Offers Over
£9,000,000
Established
25 to 30 years
Gross Recurring Revenue
More than 2m
Number of Staff
5 to 10
Location
North West and Cumbria
Current turn over circa: £2,800,000
Offers over: £9,000,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 5 to 10
Additional Notes: This business owns its office and has little staff in comparison to its revenue. As a result, its net profit is 90% of their revenue, meaning an opportunity to acquire a highly profitable IFA.
With an average portfolio size per household just below £500k, you will be servicing profitable clients who can continue to accumulatye.
For more information please call 01765 698 699 and quote the reference number 31939 ask for Byron Snaith
