£130,000
Retiring IFA in Sheffield
Ref: 31387
Current Turnover
£130,000
Offers Over
£360,000
Established
15 to 20 years
Gross Recurring Revenue
100-150k
Location
North East and Yorkshire
Current turn over circa: £130,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - Low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post-acquisition.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 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 31387 ask for Oliver Macer
