Offer Sash

Leicester Retiring IFA with 25m FUM

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

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