Home / IFA Firms For Sale / South West / IFA managing £40m FUM Generating c £250,000
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£250,000

IFA managing £40m FUM Generating c £250,000

Ref: 30969
Current Turnover
£250,000
Offers Over
£1,100,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Location
South West

Current turn over circa: £250,000

Offers over: £1,100,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Wiltshire

Locations: Salisbury

Additional Notes: Very clean DA business as no high risk products have been advised to client within the business.

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

Average portfolios £200k ongoing fees of 0.5%

For more information please call 01765 698 699 and quote the reference number 30969 ask for Edward Thorpe

South West

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Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30969