Retiring IFA Generating c £110,000

Current turn over circa: £110,000

Offers over: £420,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Cornwall

Locations: Truro

Additional Notes: The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion.

Very clean DA business as no high risk products have been advised to client within the business.

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

For more information please call 01765 698 699 and quote the reference number 30920

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