£650,000
Yorkshire Retiring IFA Managing £80m AUA
Ref: 31144
Current Turnover
£650,000
Offers Over
£2,150,000
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: £650,000
Offers over: £2,150,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: North Yorkshire
Locations: Leeds
Additional Notes: - Low ongoing advisor charge of 0.8% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £500,000 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 31144 ask for Oliver Macer
