Home / IFA Firms For Sale / South West / £35m FUM IFA with loyal, long-lasting clients
Sold
£215,000

£35m FUM IFA with loyal, long-lasting clients

Ref: 31070
Current Turnover
£215,000
Offers Over
£560,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West

Current turn over circa: £215,000

Offers over: £560,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Somerset

Locations: Bath

Additional Notes: With no high-risky products and on an asset sale, you can be sure of a simple, clean acquisition.

For more information please call 01765 698 699 and quote the reference number 31070 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
01765 698 699
Quote reference: Show me more sellers like this Ref: 31070
REQUEST BUSINESSES LIKE THIS CALL NOW
South West
South West IFA For Sale

IFA similar to this

Herefordshire Retiring IFA with c.£25m FUM

  • Turnover: £145,000
  • Offers Over: £600,000
  • Location: South West
View Details →

Retirement Sale of £6.6m AUM Wiltshire Clients

  • Turnover: £100,000
  • Offers Over: £90,000
  • Location: South West
View Details →

£20m South Wales Network Firm Looking For Sale

  • Turnover: £150,000
  • Offers Over: £450,000
  • Location: South West
View Details →

£34m AUM South West IFA Seeking Purchase

  • Turnover: £350,000
  • Offers Over: £650,000
  • Location: South West
View Details →

HNW South West IFA with £200m FUM

  • Turnover: £2,200,000
  • Offers Over: £9,000,000
  • Location: South West
View Details →

Highly Profitble IFA in the South West

  • Turnover: £1,150,000
  • Offers Over: £4,000,000
  • Location: South West
View Details →