Well established Cumbria based practice for sale - turnover circa £100,000

Current turn over circa: £100,000

Offers over: £350,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Cumbria

Locations: Carlisle

Additional Notes: The average investment per household is over £325,000 and thus the vast majority of clients are profitable to service.

- The average client age is 64, providing longevity within the client book to ensue a high return on investment.

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

- Their low average on-going adviser charge of around 0.6% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

For more information please call 01765 698 699 and quote the reference number 31743 ask for Byron Snaith

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