Sold
£350,000
North Yorkshire Retiring IFA Generating c £300,000
Ref: 31026
Current Turnover
£350,000
Offers Over
£1,200,000
Established
25 to 30 years
Gross Recurring Revenue
200-300k
Location
North East and Yorkshire
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: North Yorkshire
Locations: Middlesbrough
Additional Notes: North Yorkshire Retiring IFA
- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31026 ask for Oliver Macer
