£25m FUM Firm in Cornwall

Current turn over circa: £200,000

Offers over: £650,000

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Cornwall

Additional Notes: With just 55 households, you will be purchasing a core group of key, HNW clients.

The majority of the assets are with a couple of mainstream platforms, meaning the ttransitioning of clients will be simple.

For more information please call 01765 698 699 and quote the reference number 31623 ask for Edward Thorpe

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