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£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 Edward Thorpe

South West

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Edward Thorpe
Quote reference: Seller Ref: 31890