Home / IFA Firms For Sale / South West / Devon Asset Sale £10m plus FUM at 0.5%
Sold
£90,000

Devon Asset Sale £10m plus FUM at 0.5%

Ref: 30260
Current Turnover
£90,000
Offers Over
£195,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Number of Staff
1
Location
South West

Current turn over circa: £90,000

Offers over: £195,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 1

Locations: Devon

Additional Notes: Circa 115 Households sub 60 average age with many contributing. Client Relationships in excess of 8 years so a warm handover can be provided to ensure maximum retention.

For more information please call 01765 698 699 and quote the reference number 30260 ask for Edward Thorpe

South West

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Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30260