£600,000
High-Net-Worth IFA in South-Wales with £100m FUM
Ref: 31692
Current Turnover
£600,000
Offers Over
£1,800,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
West Midlands
Current turn over circa: £600,000
Offers over: £1,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: With an average on-going adviser charge of 0.5%, there is the potential for further uplift and growth in revenues.
An average client age of 57 means there is potential for further potfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31692 ask for Edward Thorpe
