Home / IFA Firms For Sale / West Midlands / Well established Midlands IFA practice for sale - turnover circa £70,000
£70,000

Well established Midlands IFA practice for sale - turnover circa £70,000

Ref: 31767
Current Turnover
£70,000
Offers Over
£235,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Location
West Midlands

Current turn over circa: £70,000

Offers over: £235,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: West Midlands

Locations: Dudley

Additional Notes: This principle is seeking a personable firm that values high-quality service and strong client relationships.

Favourable on-going advisor charge, low on-going advisor charge of just 0.65% creates ample room for potential profit uplifts, ensuring you maximise returns after acquisition.

No office and no staff makes for a clean, low-cost bolt-on that’s easy to integrate, maximizes your existing resources, and accelerates ROI by focusing purely on client revenue.

For more information please call 01765 698 699 and quote the reference number 31767 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31767
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 →