Under Offer
£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 Oliver Macer
