Cardiff Retiring IFA Generating c £320,000 from 115 Households

Current turn over circa: £520,000

Offers over: £1,280,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Locations: Mid Glamorgan

Locations: Cardiff

Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 Households

- 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 £350,000 and thus the vast majority of clients are profitable to service.

- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition

For more information please call 01765 698 699 and quote the reference number 30878 ask for Edward Thorpe

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