Home / IFA Firms For Sale / North West and Cumbria / Second to none IFA. Over £250 mill FUM. Incredibly well run. Fantastic level of MI.
£2,000,000

Second to none IFA. Over £250 mill FUM. Incredibly well run. Fantastic level of MI.

Ref: 30231
Current Turnover
£2,000,000
Offers Over
£8,000,000
Established
5 to 10 years
Gross Recurring Revenue
1-2m
Number of Staff
10 to 20
Location
North West and Cumbria

Current turn over circa: £2,000,000

Offers over: £8,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 1-2m

Number of staff: 10 to 20

Locations: Cheshire

Additional Notes: - Avg. portfolio size over £500,000
- Adjusted profit almost £1 mill
- Recurring income closing in on £2 mill
- Minimal DB exposure
- Chartered financial planners
- Cashflow forecasting as standard
- Key staff to stay on and grow the business
- Unparalleled understanding of their own business and a clear vision of what they want to acheive with the new buyer.

For more information please call 01765 698 699 and quote the reference number 30231 ask for Byron Snaith

North West and Cumbria

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BS
Byron Snaith
Quote reference: Seller Ref: 30231