Home / IFA Firms For Sale / North East and Yorkshire / Retiring IFA Generating c £200,000
£320,000

Retiring IFA Generating c £200,000

Ref: 15341
Current Turnover
£320,000
Offers Over
£760,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
North East and Yorkshire

Current turn over circa: £320,000

Offers over: £760,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: - Very 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 making the vast majority of clients are profitable to service face two face.

- 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 15341 ask for Byron Snaith

North East and Yorkshire

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 15341

IFA similar to this

East Yorkshire IFA Managing c.£18m

  • Turnover: £160,000
  • Offers Over: £575,000
  • Location: North East and Yorkshire
View Details →

Yorkshire IFA with £125m FUM

  • Turnover: £1,000,000
  • Offers Over: £3,500,000
  • Location: North East and Yorkshire
View Details →