£2,300,000
Highly Profitable IFA with £185m FUM
Ref: 31933
Current Turnover
£2,300,000
Offers Over
£8,000,000
Established
15 to 20 years
Gross Recurring Revenue
1-2m
Number of Staff
10 to 20
Location
West Midlands
Current turn over circa: £2,300,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: This firm has several high quality advisers in place, alongside an office and a team who can continue working successfully underneath a new firm.
The business uses mostly two mainstream providers, meaning the transition of client assets post sale should be more straightforward.
For more information please call 01765 698 699 and quote the reference number 31933 ask for Oliver Macer
