Home / IFA Firms For Sale / South West / Exeter based one man band managing £15m of clients assets
On Hold
£240,000

Exeter based one man band managing £15m of clients assets

Ref: 30684
Current Turnover
£240,000
Offers Over
£480,000
Established
More than 35 years
Gross Recurring Revenue
100-150k
Location
South West

Current turn over circa: £240,000

Offers over: £480,000

Established: More than 35 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes: Exeter based one man band managing £15m of clients assets

This firm is looking to pass on the assets and novate the policies into the acquirers business.

£130,000 of recurring income is looking to be sold by December 2021.

For more information please call 01765 698 699 and quote the reference number 30684 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30684
South West

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