Home / IFA Firms For Sale / East Midlands / Northamptonshire Retiring IFA Managing £15 AUA
£80,000

Northamptonshire Retiring IFA Managing £15 AUA

Ref: 31322
Current Turnover
£80,000
Offers Over
£245,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Location
East Midlands

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 Edward Thorpe

East Midlands

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Edward Thorpe
Quote reference: Seller Ref: 31322