Current turn over circa: £250,000

Offers over: £900,000

Established: 30 to 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: East Riding of Yorkshire

Locations: Hull

Additional Notes: Retiring IFA Managing c.£45m FUM Which Generates £250,000 from 113 Households.

- The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.

- The average investment per household is over £400,000 and thus the vast majority of clients are profitable to service.

- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 31094

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