On Hold
£200,000
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
Ref: 30391
Current Turnover
£200,000
Offers Over
£445,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £200,000
Offers over: £445,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Cardiff
Additional Notes:
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
The average age of clients is between 50-55 meaning the recurring income is naturally growing over time as 90% of Households are still in accumulation.
For more information please call 01765 698 699 and quote the reference number 30391 ask for Edward Thorpe
