South-Wales IFA with £100m FUM

Current turn over circa: £580,000

Offers over: £2,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: South Glamorgan

Additional Notes: Average client age of 61 means there is plenty of room for further portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31243 ask for Edward Thorpe

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