High-Net-Worth IFA in South-Wales with £100m FUM

Current turn over circa: £600,000

Offers over: £1,800,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes: With an average on-going adviser charge of 0.5%, there is the potential for further uplift and growth in revenues.

An average client age of 57 means there is potential for further potfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31692 ask for Edward Thorpe

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