£600,000
South Yorkshire Retiring IFA Managing £75m AUA
Ref: 31136
Current Turnover
£600,000
Offers Over
£1,400,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
North East and Yorkshire
Current turn over circa: £600,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: East Riding of Yorkshire
Locations: Sheffield
Additional Notes: - Very low ongoing advisor charge of 0.5% 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.
- 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 31136 ask for Oliver Macer
