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 ask for Edward Thorpe