Yorkshire IFA Firm Generating £250,000

Current turn over circa: £350,000

Offers over: £920,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: North Yorkshire

Locations: York

Additional Notes:
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.

- The average client age is 60, providing longevity within the client book to ensue a high return on investment.

- 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 31234

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