South Yorkshire Retiring IFA Managing £75m AUA

Current turn over circa: £600,000

Offers over: £1,400,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: East Riding of Yorkshire

Locations: Sheffield

Additional Notes: - Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.

- 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 31136 ask for Byron Snaith

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