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Award-Winning South-Wales IFA Managing £55m of Assets

Current turn over circa: £500,000

Offers over: £2,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: West Glamorgan

Additional Notes: An average portfolio-size per household of £250k means time will be well spent with high-value clients.

For more information please call 01765 698 699 and quote the reference number 31228 ask for Edward Thorpe

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