£600,000
Yorkshire Based IFA Practice Managing Over £50m FUM Generating £475k of Recurring Income
Ref: 15465
Current Turnover
£600,000
Offers Over
£1,850,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
North East and Yorkshire
Current turn over circa: £600,000
Offers over: £1,350,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Yorkshire
Additional Notes:
- The Principal is looking to remain in situe to continue to grow the business
- The Practice currently houses a junior adviser who is the natural succession planning for the Practice
- No risky products have been advised within the business
For more information please call 01765 698 699 and quote the reference number 15465 ask for Oliver Macer
