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Independent Mortgage and Insurance Practice for Sale Leicestershire Warwickshire

Undisclosed, Undisclosed
Advert ID
Asking Price: Price on Application
Annual Turnover: Available upon request
Annual Net Profit: Available upon request

Independent Mortgage and Insurance Practice for Sale - Leicestershire/Warwickshire.

This is an extremely attractive proposition to purchase a well established Independent Mortgage and Insurance Business with an excellent reputation. The current owner of the business is moving into different areas of the financial services industry and would like to sell this part of their business to allow them to time to concentrate on new business ventures. The business has an excellent reputation in the local area and has won several awards. There is scope to increase the profit of the business in several areas including:

Remortgage insurance sales - They have a high level of returning customers for Remortgages.

Increase in fees - Clients are used to paying increasing fees and are of a high quality.

Further Referrals from the business - The business is confident it can feed 2-4 leads per week to the purchaser.

Increased Protection - Insurance sales have not been targetted previously so lots of scope here.

Turnover £92,000 (June 2018-June 2019, ) consistently growing over the last five years with the potential for significant increases with a motivated adviser who is good at protection sales. Also good referral opportunities to existing IFA business in place. Office available to rent on favourable terms if required.

Financial Details:
Purchase Price £150,000.00

Further Details:

  • Accounts Available.
  • Established Business.
  • Prime Location.
  • Small Business.
  • Unique Business.
  • Attractive Business.
  • Incentives May Be Available.

The seller is looking for a purchaser in the Leicestershire or Warwickshire area who ideally has the capacity to deal with existing clients and new referrals.

Contact me for more information.


Listing Details
Location: Undisclosed, Undisclosed
Sector: Mortgage Brokers, Insurance Brokers, Financial Businesses
Key Features
  • Attractive Business
  • Small Business
  • Established Business
  • Vacant/Empty Premises
  • Central Position in Affluent Village
  • Accounts Available
  • Unique Business
  • Company for Sale
  • Incentives May Be Available
  • High Turnover
  • Prime Location
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