Home / IFA Firms For Sale / East Midlands / Derbyshire Retiring IFA Generating c £200,000 from 200 Households
£230,000

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

Ref: 31039
Current Turnover
£230,000
Offers Over
£800,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
East Midlands

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 ask for Edward Thorpe

East Midlands

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Edward Thorpe
Quote reference: Seller Ref: 31039