Home / IFA Firms For Sale / West Midlands / Midlands Based Directly Authorised Mortgage and Protection Business with 20 year history for sale with year on year growth and £550k plus turnover.
£550,000

Midlands Based Directly Authorised Mortgage and Protection Business with 20 year history for sale with year on year growth and £550k plus turnover.

Ref: 30048
Current Turnover
£550,000
Offers Over
£600,000
Established
20-2 years
Gross Recurring Revenue
300-500k
Number of Staff
5-10
Location
West Midlands

Current turn over circa: £ 550,000

Offers over: £ 600,000

Established: 20-2 years

Gross Recurring Revenue: 300-500k

Number of staff: 5-10

Locations: West Midlands

Additional Notes: Midlands Based Directly Authorised Mortgage & Protection Business with 20-year history for sale
with year on year growth and £550k plus turnover.
This business has 9 self-employed advisers and generates a healthy level of new business from client referrals and strong relationships with a panel of introducers including Housing Associations and businesses operating the Help to Buy scheme together with Landlords with portfolios.
The split in income is 50% Retail 10% Buy to Let 25% BTL 15% Other Insurance & Referral Fees

For more information please call 01765 698 699 and quote the reference number 30048 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 30048
West Midlands

IFA similar to this

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 →

Highly Profitable IFA with £185m FUM

  • Turnover: £2,300,000
  • Offers Over: £8,000,000
  • Location: West Midlands
View Details →