Home / IFA Firms For Sale / North East and Yorkshire / North Yorkshire Retiring IFA Generating c £300,000
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 Byron Snaith

North East and Yorkshire

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Byron Snaith
Quote reference: Show me more sellers like this Ref: 31026

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