£280,000
Suffolk Retiring IFA Generating c £230,000
Ref: 31029
Current Turnover
£280,000
Offers Over
£920,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £280,000
Offers over: £920,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Suffolk
Locations: Ipswich
Additional Notes: Suffolk Retiring IFA Generating c £230,000 from 200 Households
- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- 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 31029 ask for Oliver Macer
