Home / IFA Firms For Sale / South West / Award-Winning South-Wales IFA Managing £55m of Assets
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

Contact Us

TH
Toby Holbrey
01765 698 699
Quote reference: Show me more sellers like this Ref: 31228
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