On Hold
£180,000
Chartered IFA in Exeter with £25m FUM
Ref: 31702
Current Turnover
£180,000
Offers Over
£615,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Location
South West
Current turn over circa: £180,000
Offers over: £615,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: With 95% of their assets with three major providers, this should lead to smoother transition post-sale.
There are no staff involved in this sale, so clients can be bolted on immediately.
For more information please call 01765 698 699 and quote the reference number 31702 ask for Toby Holbrey
