Home / IFA Firms For Sale / South West / Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser
£450,000

Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser

Ref: 30423
Current Turnover
£450,000
Offers Over
£1,150,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West

Current turn over circa: £450,000

Offers over: £1,150,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Cornwall

Additional Notes:
Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser

- Principal is looking for a phased handover in order to
properly bed in clients
- Partially built in succession within the Practice

For more information please call 01765 698 699 and quote the reference number 30423 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 30423
South West

IFA similar to this

Unique Discretionary Manager with £350m in the South West

  • Turnover: £3,500,000
  • Offers Over: £15,000,000
  • Location: South West
View Details →

£10m AUM Directly Authorised Firm For Sale

  • Turnover: £50,000
  • Offers Over: £150,000
  • Location: South West
View Details →

IFA in the South West with £200m FUM

  • Turnover: £1,900,000
  • Offers Over: £7,000,000
  • Location: South West
View Details →

Bristol Adviser Looking to Sell £30m Client Book

  • Turnover: £175,000
  • Offers Over: £400,000
  • Location: South West
View Details →

HNW IFA in Hertodshire with £100m FUM

  • Turnover: £750,000
  • Offers Over: £2,750,000
  • Location: South West
View Details →

Herefordshire Retiring IFA with c.£25m FUM

  • Turnover: £145,000
  • Offers Over: £600,000
  • Location: South West
View Details →