£1,000,000
North West IFA with £150m FUM
Ref: 32088
Current Turnover
£1,000,000
Offers Over
£2,400,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
North West and Cumbria
Current turn over circa: £1,000,000
Offers over: £2,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average ongoing adviser charge of 0.5%, so there is the potential for this to increase in the future and see an uplift in revenues.
The majority of the assets are with one major provider which should lead to a simpler transition post-acquisition.
For more information please call 01765 698 699 and quote the reference number 32088 ask for Oliver Macer
