South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM

Current turn over circa: £1,200,000

Offers over: £2,500,000

Established: 25 to 30 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Somerset

Additional Notes: South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM

- Built in succession within all departments in the Practice
- Very limited exposure to risky products

For more information please call 01765 698 699 and quote the reference number 30418

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