Current turn over circa: £300,000

Offers over: £874,000

Established: 25 to 30 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Buckinghamshire

Locations: Milton Keynes

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

- 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.

- Top Platforms and Providers: Quilter, Canada Life and James Hay

For more information please call 01765 698 699 and quote the reference number 31223

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