On Hold
£500,000
Award-Winning South-Wales IFA Managing £55m of Assets
Ref: 31228
Current Turnover
£500,000
Offers Over
£2,000,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £500,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Glamorgan
Additional Notes: An average portfolio-size per household of £250k means time will be well spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31228 ask for Toby Holbrey
