Nottinghamshire Retiring IFA with 10 FUM with Average Portfolio Size of £300,000

Current turn over circa: £70,000

Offers over: £160,000

Established: 20 to 25 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Nottinghamshire

Locations: Nottingham

Additional Notes: The principal would be delighted to engage in a 6-12 month handover to ensure all clients are given a warm introduction to the new firm.

No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition

For more information please call 01765 698 699 and quote the reference number 30834

IFA similar to this