Home / IFA Firms For Sale / West Midlands / West Midlands Retiring IFA Generating c £150,000
Sold
£200,000

West Midlands Retiring IFA Generating c £150,000

Ref: 31030
Current Turnover
£200,000
Offers Over
£600,000
Established
10 to 15 years
Gross Recurring Revenue
150-200k
Location
West Midlands

Current turn over circa: £200,000

Offers over: £600,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: West Midlands

Locations: Coventry

Additional Notes: West Midlands Retiring IFA Generating c £150,000 from 200 Households

- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31030 ask for Edward Thorpe

West Midlands

Contact Us

ET
Edward Thorpe
Quote reference: Show me more sellers like this Ref: 31030

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