North Yorkshire Retiring IFA

Current turn over circa: £150,000

Offers over: £350,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: North Yorkshire

Locations: York

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.

-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.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

For more information please call 01765 698 699 and quote the reference number 31263

IFA similar to this