£520,000
Cardiff Retiring IFA Generating c £320,000 from 115 Households
Ref: 30878
Current Turnover
£520,000
Offers Over
£1,280,000
Established
5 to 10 years
Gross Recurring Revenue
300-500k
Location
South West
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 ask for Toby Holbrey
