Home / IFA Firms For Sale / South West / £120m FUM, Profitable IFA in the South-West
£900,000

£120m FUM, Profitable IFA in the South-West

Ref: 31614
Current Turnover
£900,000
Offers Over
£3,500,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
South West

Current turn over circa: £900,000

Offers over: £3,500,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10 to 20

Additional Notes: An average client age of 59 provides opportunity for further portfolio accumulation.

A highly aligned business with 3 providers mostly used means integration will be smooth, reducing the cost of the acquisiiton.

For more information please call 01765 698 699 and quote the reference number 31614 ask for Edward Thorpe

South West

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Edward Thorpe
Quote reference: Seller Ref: 31614