Home / IFA Firms For Sale / North East and Yorkshire / Leeds Retiring IFA Generating c £150,000
Sold
£150,000

Leeds Retiring IFA Generating c £150,000

Ref: 31083
Current Turnover
£150,000
Offers Over
£500,000
Established
25 to 30 years
Gross Recurring Revenue
100-150k
Location
North East and Yorkshire

Current turn over circa: £150,000

Offers over: £500,000

Established: 25 to 30 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: North Yorkshire

Locations: Leeds

Additional Notes: - The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.

- The principal is happy to engage in a 12 handover to ensure all clients are novated and given a warm introduction to the new firm.

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

For more information please call 01765 698 699 and quote the reference number 31083 ask for Byron Snaith

North East and Yorkshire

Contact Us

BS
Byron Snaith
Quote reference: Show me more sellers like this Ref: 31083

IFA similar to this

East Yorkshire IFA Managing c.£18m

  • Turnover: £160,000
  • Offers Over: £575,000
  • Location: North East and Yorkshire
View Details →

Yorkshire IFA with £125m FUM

  • Turnover: £1,000,000
  • Offers Over: £3,500,000
  • Location: North East and Yorkshire
View Details →