Home / IFA Firms For Sale / West Midlands / South-Wales IFA with £100m FUM
£580,000

South-Wales IFA with £100m FUM

Ref: 31243
Current Turnover
£580,000
Offers Over
£2,000,000
Established
5 to 10 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
West Midlands

Current turn over circa: £580,000

Offers over: £2,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: South Glamorgan

Additional Notes: Average client age of 61 means there is plenty of room for further portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31243 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 31243
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 →