South Wales IFA charging .4% fees on 60M AUM

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 Edward Thorpe

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