On Hold
£690,000
North Yorks IFA £85m FUM 2 Adviser Practice Directly Authorised
Ref: 30477
Current Turnover
£690,000
Offers Over
£2,300,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
North East and Yorkshire
Current turn over circa: £690,000
Offers over: £2,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: North Yorkshire
Additional Notes: North Yorkshire established business with average household portfolio values circa £295k . This is a fantastic opportunity to secure one of the most profitable businesses in the region, and a genuine retirement for both principals who have built long term relationships with their quality client bank.
The successful acquirer will need to demonstrate the highest levels of client care and provide a deposit of 60%
For more information please call 01765 698 699 and quote the reference number 30477 ask for Oliver Macer
