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 Oliver Macer
