Herefordshire Retiring IFA with 35 FUM

Current turn over circa: £280,000

Offers over: £960,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Herefordshire

Locations: Hereford

Additional Notes: The retiring principal would be delighted to engage in a 12 - 24 month handover to ensure all clients are given a warm introduction to the new firm.

The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.

No risky 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 30978 ask for Edward Thorpe

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