Sold
£70,000
County Durham Based Client Bank For Sale £6m FUM
Ref: 30311
Current Turnover
£70,000
Offers Over
£180,000
Established
15 to 20 years
Gross Recurring Revenue
50-70k
Number of Staff
1
Location
North East and Yorkshire
Current turn over circa: £70,000
Offers over: £180,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: County Durham
Locations: Durham
Additional Notes: Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal clientbase. Mainly Pensions based this asset sale will be complimented by a warm handover by this retiring principal. With an average client age of mid 50s there is significant opportunity for growth with these accumulating clients.
For more information please call 01765 698 699 and quote the reference number 30311 ask for Oliver Macer
