£340,000
Preston Retiring IFA with 45 FUM
Ref: 31065
Current Turnover
£340,000
Offers Over
£850,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Location
North West and Cumbria
Current turn over circa: £340,000
Offers over: £850,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Lancashire
Locations: Preston
Additional Notes: The retiring principal would be delighted to engage in a 12 - 24 month handover to ensure all clients are given a warm introduction to the new firm.
No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion
For more information please call 01765 698 699 and quote the reference number 31065 ask for Edward Thorpe
