Home / IFA Firms For Sale / South West / Torquay-based IFA generating £15m FUM with Average Portfolios of £225k
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 Edward Thorpe

South West

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Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30830