Liverpool Retiring IFA Generating c £20,000 from 15 Households

Current turn over circa: £25,000

Offers over: £90,000

Established: 10 to 15 years

Gross Recurring Revenue: <30k

Number of staff: 0

Locations: Merseyside

Locations: Liverpool

Additional Notes: Retiring IFA Managing c.£2m FUM Which Generates £20,000 from 15 Households

- The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.

- The average investment per household is over £140,000 and thus the vast majority of clients are profitable to service.

For more information please call 01765 698 699 and quote the reference number 31127

IFA similar to this