Chartered, Exeter-based IFA offering up to 4x Recurring Revenue
Ref: 180070
Up front budget: £200,000
Current turn over circa: £600,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2017
Locations: Devon
Locations: Exeter
Additional Notes: Would look for the principle to remain within the business, seeking to maximise client retention.
Premiums will be paid for firms below £20m FUM, with average portfolio sizes per-household above £250k.
For more information please call 01765 698 699 and quote the reference number 180070 ask for Toby Holbrey
