£220,000
South Wales IFA charging .4% fees on 60M AUM
Ref: 31816
Current Turnover
£220,000
Offers Over
£750,000
Established
5 to 10 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West
Current turn over circa: £220,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Mid Glamorgan
Additional Notes: The ongoing adviser charge of 0.4% represents huge potential for fee uplift and value accretion
Average portfolios above £400k means that the clients are well worth servicing.
The sole advisor is able to work a prolonged handover of 1-2 years to ensure the smooth onboarding of new clients.
For more information please call 01765 698 699 and quote the reference number 31816 ask for Toby Holbrey
