Current turn over circa: £2,800,000

Offers over: £11,250,000

Established: More than 35 years

Gross Recurring Revenue: More than 2m

Number of staff: 10 to 20

Locations: South West

Additional Notes:
South West Wealth Management Hub Managing c.£300m FUM, £1.4m Profit Line housing Mostly Chartered/Fellows Employed Advisers

- The majority of clients are looked after by employed advisers within the business with in-built succession for the clients of the Retiring Advisers

- The Practice has an in-house Discretionary Service with over 40% of the clients using this service

- Very Limited risky products have been advised within the business

For more information please call 01765 698 699 and quote the reference number 30748

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