Retiring IFA in Sheffield

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

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