Home / IFA Firms For Sale / South West / IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
On Hold
£600,000

IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%

Ref: 30450
Current Turnover
£600,000
Offers Over
£1,650,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West

Current turn over circa: £600,000

Offers over: £1,650,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Coventry

Additional Notes:
IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%

- Both advisory and support staff would remain in the Practice
- All client information is stored electronically on Intelligent Office
- Average client size c.£400k with 90% of clients coming to the office

For more information please call 01765 698 699 and quote the reference number 30450 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 30450
South West

IFA similar to this

£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 →

Hampshire Adviser Looking to Sell £38m Client Bank

  • Turnover: £250,000
  • Offers Over: £1,000,000
  • Location: South West
View Details →

£30m AUM Dorset IFA Looking to Secure Exit

  • Turnover: £160,000
  • Offers Over: £450,000
  • Location: South West
View Details →

IFA in Cornwall with £70m FUM

  • Turnover: £600,000
  • Offers Over: £1,800,000
  • Location: South West
View Details →