Chartered IFA in Exeter with £25m FUM

Current turn over circa: £180,000

Offers over: £615,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Additional Notes: With 95% of their assets with three major providers, this should lead to smoother transition post-sale.

There are no staff involved in this sale, so clients can be bolted on immediately.

For more information please call 01765 698 699 and quote the reference number 31702 ask for Edward Thorpe

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