Northamptonshire Retiring IFA Managing £15 AUA
Current turn over circa: £80,000
Offers over: £245,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- 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.
For more information please call 01765 698 699 and quote the reference number 31322 ask for Oliver Macer
