On Hold
£200,000
£25m FUM Firm in Cornwall
Ref: 31623
Current Turnover
£200,000
Offers Over
£650,000
Established
5 to 10 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West
Current turn over circa: £200,000
Offers over: £650,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cornwall
Additional Notes: With just 55 households, you will be purchasing a core group of key, HNW clients.
The majority of the assets are with a couple of mainstream platforms, meaning the ttransitioning of clients will be simple.
For more information please call 01765 698 699 and quote the reference number 31623 ask for Edward Thorpe
