Sold
£330,000
Cambridgeshire Retiring IFA Generating c £300,000 from 200 Households
Ref: 31108
Current Turnover
£330,000
Offers Over
£1,200,000
Established
25 to 30 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £330,000
Offers over: £1,200,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: - The average investment per household is over £325,000 making the vast majority of clients are profitable to service face two face.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The principal is happy to engage in a 12/24 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 31108 ask for Oliver Macer
