Midlands Retiring IFA

Ref: 31301

Current Turnover

£120,000

Offers Over

£230,000

Established

15 to 20 years

Gross Recurring Revenue

70-100k

Location

East Midlands

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

Oliver Macer

01765 698 699

Quote reference: Show me more sellers like this Ref: 31301

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