£600,000
IFA in Cornwall with £70m FUM
Ref: 31890
Current Turnover
£600,000
Offers Over
£1,800,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
South West
Current turn over circa: £600,000
Offers over: £1,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This firm has an office and advisers in place, so would be suitable for a firm looking for a presence in Cornwall where the business can continue working efficiently.
With zero DB transfers or complaints, this firm has a remarkably clean compliance record, representing a business with minimal risk to be taken on by an acquirer.
For more information please call 01765 698 699 and quote the reference number 31890 ask for Toby Holbrey
