Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000

Current turn over circa: £545,000

Offers over: £1,720,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Exeter/Taunton

Additional Notes:
Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000

- No risky products have been advised in the business, reducing the liability of a potential purchase

- A light back office team means the business should make £300-£350,000 in post-acquisition profit (advisory cost dependant)

For more information please call 01765 698 699 and quote the reference number 30964 ask for Edward Thorpe

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