Midlands Retiring IFA Generating c £350,000 from 80 Households

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

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