Current turn over circa: £800,000

Offers over: £2,250,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: North Yorkshire

Locations: York

Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.

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

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- 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 31174

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