£10.5m IFA in South Wales

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 Edward Thorpe

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