Devon Retiring IFA Generating c £185,000 from 85 Households

Current turn over circa: £500,000

Offers over: £684,500

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Devon

Locations: Plymouth

Additional Notes: Retiring IFA Managing c.£24.5m FUM Which Generates £185,000 from 85 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 £287,000 and thus the vast majority of clients are profitable to service.

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 30897 ask for Edward Thorpe

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