Home / IFA Firms For Sale / West Midlands / IFA with £135m FUM in the West Midlands
£1,100,000

IFA with £135m FUM in the West Midlands

Ref: 31928
Current Turnover
£1,100,000
Offers Over
£2,800,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
West Midlands

Current turn over circa: £1,100,000

Offers over: £2,800,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: This firm have a great team of advisers and back-office members of staff who can continue working efficiently post-sale. This firm would therefore suit firms whether they have an office in this location or not.

They have an excellent compliance record and zero DB transfers, meaning the risk posed to the buying party is greatly reduced.

For more information please call 01765 698 699 and quote the reference number 31928 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 31928
West Midlands

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