Derbyshire Retiring IFA Generating c £200,000 from 200 Households

Current turn over circa: £230,000

Offers over: £800,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Derbyshire

Locations: Derby

Additional Notes: Derbyshire Retiring IFA Generating c £200,000 from 200 Households

- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.

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

- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31039

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