Preston Retiring IFA with 45 FUM

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

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