Home / IFA Firms For Sale / West Midlands / North Wales IFA with £10m FUM generating £90,000 Anually in Recurring Income with no Staff to be taken on by the Purchaser
On Hold
£140,000

North Wales IFA with £10m FUM generating £90,000 Anually in Recurring Income with no Staff to be taken on by the Purchaser

Ref: 30775
Current Turnover
£140,000
Offers Over
£310,000
Established
3 to 5 years
Gross Recurring Revenue
70-100k
Location
West Midlands

Current turn over circa: £140,000

Offers over: £310,000

Established: 3 to 5 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Conwy

Locations: Llandudno

Additional Notes: Average client size of £250,000.

No liability to be taken on by the Purchaser.

The Principle is happy to do a short handover of 6 months.

For more information please call 01765 698 699 and quote the reference number 30775 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 30775
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 →