Cardiff Retiring IFA Generating c £320,000 from 115 Households

Current turn over circa: £520,000

Offers over: £1,280,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Locations: Mid Glamorgan

Locations: Cardiff

Additional Notes: Retiring IFA Managing c.£40m FUM Which Generates £320,000 from 115 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 £350,000 and thus the vast majority of clients are profitable to service.

- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition

For more information please call 01765 698 699 and quote the reference number 30878

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