South-Wales IFA with £40m FUM

Current turn over circa: £300,000

Offers over: £650,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: This principle is looking to remain advising in the business, so you can maintain the existing relationships between the clients and adviser, while no other staff need to be included.

With an on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.

For more information please call 01765 698 699 and quote the reference number 31738 ask for Edward Thorpe

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