Sold
£250,000
Brilliantly run, clean IFA with uplift significant uplift potential.
Ref: 30116
Current Turnover
£250,000
Offers Over
£665,000
Established
5-10 years
Gross Recurring Revenue
150-200k
Number of Staff
1-3
Location
North East and Yorkshire
Current turn over circa: £ 250,000
Offers over: £ 665,000
Established: 5-10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: County Durham
Additional Notes: Retirement scenario.
Average On-going Adviser Charge = 0.5 - 0.7
Total FUM = 35 million
Approximately 100 households. With an average client age of below 60 years.
No high-risk products such as DB transfers, ETF's, UCIS, Structured Products, EIS or VCT, etc.
Back office system = Intelligent office
Offers with a minimum of 50% upfront, 25% at the end of 12 months and 25% at the end of 24 months considered.
For more information please call 01765 698 699 and quote the reference number 30116 ask for Oliver Macer
