Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice

Current turn over circa: £200,000

Offers over: £445,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Cardiff

Additional Notes:
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice

The average age of clients is between 50-55 meaning the recurring income is naturally growing over time as 90% of Households are still in accumulation.

For more information please call 01765 698 699 and quote the reference number 30391

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