IFA in South Wales with £160m FUM
Current turn over circa: £800,000
Offers over: £2,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: The principal here is looking to remain in the business for 2-3 years before retiring, meaning you will benefit from this transition and a bedding in period for the clients.
For more information please call 01765 698 699 and quote the reference number 32096 ask for Toby Holbrey