£50,000
Lancashire Retiring IFA Managing £5m from 35 Households
Ref: 31803
Current Turnover
£50,000
Offers Over
£220,000
Established
15 to 20 years
Gross Recurring Revenue
50-70k
Location
West Midlands
Current turn over circa: £50,000
Offers over: £220,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Locations: Stockport
Additional Notes: A low number of households allows for easier management, personalized service, and potential for higher client retention.
This principle has a ready made referral system that generates on average 10-12 new clients a year meaning continued growth with no marketing expense.
A loyal client bank producing offers a low-risk, manageable and scalable bolt-on that can quickly pay for itself and grow within your existing structure.
For more information please call 01765 698 699 and quote the reference number 31803 ask for Byron Snaith
