Home / IFA Firms For Sale / West Midlands / IFA in the West Midlands with £125m FUM
£1,000,000

IFA in the West Midlands with £125m FUM

Ref: 31973
Current Turnover
£1,000,000
Offers Over
£3,750,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
West Midlands

Current turn over circa: £1,000,000

Offers over: £3,750,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: With all of the assets with one major provider, the investment proposition can either remain here or move to a new provider with ease.

There are advisers coming through who would help with the transition post-sale, while also offering potetnail for future growth of the business.

For more information please call 01765 698 699 and quote the reference number 31973 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31973
West Midlands

IFA similar to this

£41m AUM, £190k RI at 0.5% with Clear Revenue Uplift Potential

  • Turnover: £240,000
  • Offers Over: £760,000
  • Location: West Midlands
View Details →

£40m Client Bank Generating £150k RI at 0.4% with Strong Upside Potential

  • Turnover: £200,000
  • Offers Over: £600,000
  • Location: West Midlands
View Details →

West Midlands, One Man band housing c.£20m FUM with a low OAC of just 0.35%

  • Turnover: £100,000
  • Offers Over: £250,000
  • Location: West Midlands
View Details →

High-Net-Worth IFA with £300m FUM in the West Midlands

  • Turnover: £2,250,000
  • Offers Over: £8,000,000
  • Location: West Midlands
View Details →

Sole Adviser in Stoke-On-Trent with £25m FUM

  • Turnover: £250,000
  • Offers Over: £750,000
  • Location: West Midlands
View Details →

£10.5m AUM West Midlands / Shropshire Client Bank

  • Turnover: £120,000
  • Offers Over: £200,000
  • Location: West Midlands
View Details →