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Home / IFA Firms For Sale / South West / Unique Discretionary Manager with £350m in the South West
£3,500,000

Unique Discretionary Manager with £350m in the South West

Ref: 32108
Current Turnover
£3,500,000
Offers Over
£15,000,000
Established
20 to 25 years
Gross Recurring Revenue
More than 2m
Number of Staff
20 to 50
Location
South West

Current turn over circa: £3,500,000

Offers over: £15,000,000

Established: 20 to 25 years

Gross Recurring Revenue: More than 2m

Number of staff: 20 to 50

Additional Notes: The business has 90% of its assets with one major provider, which should lead to a simpler transition of these assets post sale.

They have a full team and structure in place which could benefit a firm looking for a location in the area or merge into a local office.

For more information please call 01765 698 699 and quote the reference number 32108 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Seller Ref: 32108
South West

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