Devon Retiring IFA Generating c £185,000 from 85 Households

Current turn over circa: £500,000

Offers over: £684,500

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Devon

Locations: Plymouth

Additional Notes: Retiring IFA Managing c.£24.5m FUM Which Generates £185,000 from 85 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 £287,000 and thus the vast majority of clients are profitable to service.

Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 30897

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