Sold
£50,000
Retiring IFA in North Yorkshire
Ref: 31479
Current Turnover
£50,000
Offers Over
£100,000
Established
30 to 35 years
Gross Recurring Revenue
30-50k
Location
North East and Yorkshire
Current turn over circa: £50,000
Offers over: £100,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
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 client age is 60, providing longevity within the client book to ensue a high return on investment.
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31479 ask for Oliver Macer
