Current turn over circa: £ 450,000

Offers over: £ 812,500

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: West Yorkshire

Additional Notes: - Average client charge 0.78%. Old investment bonds on 0.5%. Generally charges 0.75% but has been slowly migrating to a 1% model.
- Turnover close to £500,000. This IFA is still generating significant levels of new business despite looking to ease their foot off the gas and retire. Significant opportunity for someone who is more hungry for growth.
- Very well organized, using Intelligent Office for a back-office system. Significant levels of MI is available.
- All FUM focused on a single platform, not spread to the heavens.
- Risk-free business having conducted no DB transfers. Keen to sell the shares of the business solely for tax reasons. Looking for someone who can provide better client service. A bigger business but small enough to care about each client.

For more information please call 01765 698 699 and quote the reference number 30204

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