Current turn over circa: £284,000

Offers over: £597,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: South Yorkshire

Locations: Epworth

Additional Notes: An average on-going advisor charge of 0.5%, leaving room for potential uplift.

Average portfolio size per household of over £210,000, meaning each client is worth investing time in.

No risky products in the business, representing a clean potential acquiition.

For more information please call 01765 698 699 and quote the reference number 15341

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IFA similar to this

Location Turnover Offers Over
Canterbury£40000£90000
Cardiff,Swansea£350000£1000000
West Yorkshire£250000£750000
Greater London£3500000£11000000