£35,000
Staffordshire Retiring IFA with 6m FUM
Ref: 30956
Current Turnover
£35,000
Offers Over
£120,000
Established
15 to 20 years
Gross Recurring Revenue
30-50k
Location
West Midlands
Current turn over circa: £35,000
Offers over: £120,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Staffordshire
Locations: Stafford
Additional Notes: The average investment per household is over £110,000 and thus the vast majority of clients are profitable to service.
Ongoing fee charge of 0.5% so there’s room for potential uplift.
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 30956 ask for Oliver Macer
