IFA in the North West with £90m FUM

Current turn over circa: £700,000

Offers over: £2,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: This business has an average portfolio size per household just below £0.5m, meaning an acquirer would be working with highly profitable clients.

90% of the assets in the business are with two major providers, making the transition post-sale much simpler.

There are advisers in place who can continue with the buyer to make the transition easier and help with client retention.

For more information please call 01765 698 699 and quote the reference number 31891 ask for Edward Thorpe

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