£50,000
£10.5m IFA in South Wales
Ref: 31796
Current Turnover
£50,000
Offers Over
£100,000
Established
3 to 5 years
Gross Recurring Revenue
30-50k
Location
South West
Current turn over circa: £50,000
Offers over: £100,000
Established: 3 to 5 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: West Glamorgan
Additional Notes: An average portfolio size of £300,000 indicates that these are high-value clients, well worth servicing.
With a 0.6% average ongoing fee, this firm presents a strong opportunity for uplift and value accretion.
With no staff or liabilities, this would be a smooth, low-risk client acquisition.
For more information please call 01765 698 699 and quote the reference number 31796 ask for Toby Holbrey
