Home / IFA Firms For Sale / West Midlands / Well Established West Yorkshire Firm - Turnover c.£210k and Low Average Client Age of 51
£210,000

Well Established West Yorkshire Firm - Turnover c.£210k and Low Average Client Age of 51

Ref: 31799
Current Turnover
£210,000
Offers Over
£840,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Location
West Midlands

Current turn over circa: £210,000

Offers over: £840,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: West Midlands

Locations: Huddersfield

Additional Notes: My client is entering the market for the first time, seeking a personable firm that values high-quality service and strong client relationships.

The average client age is 51, providing longevity within the client book to ensue a high return on investment.

With no staff or liabilities, this would be a smooth, low-risk client acquisition.

For more information please call 01765 698 699 and quote the reference number 31799 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31799
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 →