West MIdlands Firm Generating c.£200k RI

Current turn over circa: £250,000

Offers over: £770,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Derbyshire

Locations: Derby

Additional Notes: Low average client age of just 65, offers strong longevity with many expected to remain for 15 years or more.

With a low average on-going adviser charge of around 0.75% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

The principal is happy to engage in a 12-24 month 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 31847 ask for Edward Thorpe

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