This listing Has Been Sold

Cambridge Retiring IFA Generating c £140,000 from 110 households

Current turn over circa: £200,000

Offers over: £532,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Cambridgeshire

Locations: Cambridge

Additional Notes: Retiring IFA Managing c £20m FUM Which Generates c £140,000 from 110 Households.

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

Average portfolios between £150k and £200k ongoing fees of 0.6%.

For more information please call 01765 698 699 and quote the reference number 30908 ask for Edward Thorpe

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