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 Oliver Macer
