Sold
£115,000
Torquay-based IFA generating £15m FUM with Average Portfolios of £225k
Ref: 30830
Current Turnover
£115,000
Offers Over
£265,000
Established
5 to 10 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
South West
Current turn over circa: £115,000
Offers over: £265,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Devon
Locations: Torquay
Additional Notes: The principal is happy to engage in a 6-12 month handover to ensure all clients are novated and given a warm introduction to the new firm.
No staff to be taken on as part of the acquisition, maximising profits post-acquisition.
For more information please call 01765 698 699 and quote the reference number 30830 ask for Toby Holbrey
