South Cornwall Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area

Current turn over circa: £200,000

Offers over: £430,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 3 to 5

Locations: Cornwall

Additional Notes:
Truro Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area


The Principal is looking to remain in the Practice and continue to expand current operations. The firm will ideally have paraplanning resources and potentially more to offer in the way of products/operations to be able to increase ongoing income over time.

For more information please call 01765 698 699 and quote the reference number 30357 ask for Edward Thorpe