Retiring North Yokshire IFA Generating £500,000

Current turn over circa: £800,000

Offers over: £2,250,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: North Yorkshire

Locations: York

Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £400,000 and thus the vast majority of clients are profitable to service.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 31174 ask for Byron Snaith