Suffolk Retiring IFA Generating c £80,000 from 20 Households

Current turn over circa: £80,000

Offers over: £320,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Suffolk

Locations: Colchester

Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion

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.

The average investment per household is over £1,600,000 and thus the vast majority of clients are profitable to service.

No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition

For more information please call 01765 698 699 and quote the reference number 16782 ask for Toby Holbrey