Midlands Retiring IFA
Current turn over circa: £120,000
Offers over: £230,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The average investment per household is over £230,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- Very low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post acquisition.
- Clients are serviced remotely making them very profitable to service
- Top Platforms and Providers: Royal London, Aviva, Quilter Platform
For more information please call 01765 698 699 and quote the reference number 31301 ask for Oliver Macer
