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£150,000

North Yorkshire Retiring IFA

Ref: 31263
Current Turnover
£150,000
Offers Over
£350,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Location
North East and Yorkshire

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 ask for Byron Snaith

North East and Yorkshire

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 31263

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