Staffordshire Retiring IFA with 6m FUM

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

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