South West Network IFA with £22m FUM

Current turn over circa: £250,000

Offers over: £650,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Devon

Additional Notes: This opportunity offers strong continuity, with the adviser committed to remaining in post for a minimum of three years post-sale, helping to ensure client retention and a smooth transition.

The vast majority of client assets are held on a single platform, making it significantly easier to integrate into an acquiring firm’s systems and processes.

As a network-appointed business, there is no transfer of regulatory liability to the buyer, reducing risk and simplifying due diligence.

For more information please call 01765 698 699 and quote the reference number 31843 ask for Toby Holbrey