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

Contact Us

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

IFA similar to this

IFA in Cornwall with £70m FUM

  • Turnover: £600,000
  • Offers Over: £1,800,000
  • Location: South West
View Details →

IFA in Bristol with £55m FUM

  • Turnover: £550,000
  • Offers Over: £1,850,000
  • Location: South West
View Details →

South Wales IFA with £37.5m AUM looking for exit

  • Turnover: £300,000
  • Offers Over: £750,000
  • Location: South West
View Details →

IFA in Gloucester with £190m FUM

  • Turnover: £900,000
  • Offers Over: £3,000,000
  • Location: South West
View Details →

Hampshire Network IFA with £11m AUM

  • Turnover: £100,000
  • Offers Over: £315,000
  • Location: South West
View Details →

South West Network IFA with £22m FUM

  • Turnover: £250,000
  • Offers Over: £650,000
  • Location: South West
View Details →