Sold
£60,000
South Yorkshire Retiring IFA
Ref: 31204
Current Turnover
£60,000
Offers Over
£185,000
Established
25 to 30 years
Gross Recurring Revenue
50-70k
Location
North East and Yorkshire
Current turn over circa: £60,000
Offers over: £185,000
Established: 25 to 30 years
Gross Recurring Revenue: 50-70k
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.
- The average investment per household is over £190,000 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.
For more information please call 01765 698 699 and quote the reference number 31204 ask for Oliver Macer
