Home / IFA Firms For Sale / South West / South West IFA £73m FUM 1% ongoing
On Hold
£975,000

South West IFA £73m FUM 1% ongoing

Ref: 30784
Current Turnover
£975,000
Offers Over
£4,000,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
South West

Current turn over circa: £975,000

Offers over: £4,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: Potential Acquirers should note the following:

- 60/20/20 payment profile required

- Retention of Staff & Premises

For more information please call 01765 698 699 and quote the reference number 30784 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30784
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 →