Yorkshire Retiring IFA Generating c £500,000 from 570 Households

Current turn over circa: £1,000,000

Offers over: £1,786,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: North Yorkshire

Locations: York

Additional Notes: - Very low ongoing advisor charge of 0.4% providing room for potential uplift maximising profits post acquisition.

- 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 £225,000 and thus the vast majority of clients are profitable to service.

For more information please call 01765 698 699 and quote the reference number 28758 ask for Byron Snaith

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