Nottinghamshire Retiring IFA Managing £80m AUA

Current turn over circa: £500,000

Offers over: £1,600,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Northamptonshire

Locations: Nottingham

Additional Notes: Favourable Ongoing Advisor Charge:
Their low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximize returns after acquisition.

Lucrative Client Base:
With an average investment per household exceeding £300,000, the vast majority of their clients are not only valuable but also highly profitable to service.

Stability in Client Demographics:
The average age of our clients is 62, promising longevity within the client book and ensuring a high return on investment for years to come.

Risk-Mitigated Portfolio:
No high-risk products have been advised, significantly reducing the liability associated with any potential purchase.

Seamless Client Transition:
The principal is committed to a 12/24 handover, guaranteeing that all clients are smoothly novated and warmly introduced to the new firm.

For more information please call 01765 698 699 and quote the reference number 31376

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