Yorkshire Retiring IFA Managing £80m AUA

Current turn over circa: £650,000

Offers over: £2,150,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: North Yorkshire

Locations: Leeds

Additional Notes: - Low ongoing advisor charge of 0.8% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £500,000 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.

For more information please call 01765 698 699 and quote the reference number 31144 ask for Byron Snaith

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