Sold Sash

Retiring IFA in North 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

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