£145,000
Herefordshire Retiring IFA with c.£25m FUM
Ref: 30978
Current Turnover
£145,000
Offers Over
£600,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £280,000
Offers over: £960,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Herefordshire
Locations: Hereford
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.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
No risky products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30978 ask for Edward Thorpe
