A directly authorised IFA business established almost 30 years ago is available for acquisition. The practice manages approximately £30 million in funds under management, with strong recurring income and annual turnover of around £400,000.
The business serves approximately 200 active clients located predominantly across Cornwall. The client base consists of business owners and co-directors, typically aged 60-70 years, with long-standing relationships spanning decades.
The vendor is open to a phased transition approach, prioritising client outcomes and ensuring a high-quality handover.