Current turn over circa: £ 350,000
Offers over: £ 1,000,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 3-5
Locations: Cardiff,Swansea
Additional Notes: Well established business with portfolios on average of circa £275k. Investment Bias and average ongoing fees of under 0.5%.
For more information please call 01765 698 699 and quote the reference number 30142
Current turn over circa: £ 500,000
Offers over: £ 900,000
Established: 15-2 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Swansea
Additional Notes: Unique opportunity to acquire a Directly Authorised practice established for 20 years with zero compliance or regulatory issues.
The majority of clients are within a 20-mile radius of the office with circa 20% attending the offices for annual client reviews.
My client typically charges 0.5% ongoing providing opportunity for uplift where an enhanced proposition could be offered.
For more information please call 01765 698 699 and quote the reference number 30051
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
