On Hold
£400,000
Midlands Retiring IFA Generating c £350,000 from 80 Households
Ref: 31018
Current Turnover
£400,000
Offers Over
£1,500,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
East Midlands
Current turn over circa: £400,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The principal is 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 £500,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 31018 ask for Oliver Macer
