Retiring IFA Generating c £200,000

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 ask for Byron Snaith

IFA similar to this