Leicestershire Retiring IFA Generating c £250,000 from 300 Households

Current turn over circa: £300,000

Offers over: £1,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Leicestershire

Locations: Leicester

Additional Notes: - The average investment per household is over £250,000 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.

- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.

For more information please call 01765 698 699 and quote the reference number 31113

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