Retiring IFA Generating c £350,000

Current turn over circa: £400,000

Offers over: £1,320,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Hampshire

Locations: Basingstoke

Additional Notes: - The average investment per household is over £325,000 and thus the vast majority of clients are profitable to service.

- The average client age is 60, providing longevity within the client book to ensue a high return on investment.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- 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 30470

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