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Sold
£250,000

Northamptonshire Retiring IFA

Ref: 31223
Current Turnover
£250,000
Offers Over
£630,000
Established
25 to 30 years
Gross Recurring Revenue
150-200k
Location
East Midlands

Current turn over circa: £250,000

Offers over: £630,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: Northamptonshire

Locations: Northampton

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.

For more information please call 01765 698 699 and quote the reference number 31223 ask for Oliver Macer

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Oliver Macer
Quote reference: Show me more sellers like this Ref: 31223
East Midlands

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