Retiring IFA In North Yorkshire Managing £35m AUA
Current turn over circa: £220,000
Offers over: £640,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplift, ensuring you maximise returns after acquisition.
- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.
- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.
- The principal is happy to engage in a 6-12 months 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 31437 ask for Oliver Macer
