Lancashire Retiring IFA Managing £5m from 35 Households

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