Home / IFA Firms For Sale / South West / £35m FUM IFA with loyal, long-lasting clients
Sold
£215,000

£35m FUM IFA with loyal, long-lasting clients

Ref: 31070
Current Turnover
£215,000
Offers Over
£560,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West

Current turn over circa: £215,000

Offers over: £560,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Somerset

Locations: Bath

Additional Notes: With no high-risky products and on an asset sale, you can be sure of a simple, clean acquisition.

For more information please call 01765 698 699 and quote the reference number 31070 ask for Edward Thorpe

South West

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ET
Edward Thorpe
Quote reference: Show me more sellers like this Ref: 31070