Under Offer
£200,000
Leicester Retiring IFA with 25m FUM
Ref: 30980
Current Turnover
£200,000
Offers Over
£555,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
East Midlands
Current turn over circa: £200,000
Offers over: £555,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The two principals’ are 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 £200,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30980 ask for Oliver Macer
