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

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 Edward Thorpe

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IFA similar to this

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