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 ask for Edward Thorpe