Current turn over circa: £600,000

Offers over: £2,150,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: South Glamorgan

Additional Notes: With an average portfolio sizer per-household of £330k, time will be spent servicing high-value clients, whilst the average age of 55 mean those portfolios can continue to accumulate.

Average on-going advisor charge of 0.5% mean there is potential room for uplift.

For more information please call 01765 698 699 and quote the reference number 31148

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