North Yorkshire Retiring IFA Manageing £50m

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

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