£500,000
North Yorkshire Retiring IFA Manageing £50m
Ref: 31466
Current Turnover
£500,000
Offers Over
£1,800,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
North East and Yorkshire
Current turn over circa: £500,000
Offers over: £1,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Locations: York
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 65, providing longevity within the client book to ensue a high return on investment.
- The principal is happy to engage in a 1-2 year 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 31466 ask for Oliver Macer
