£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 Oliver Macer
