IFA with £60m FUM with 0.5% average on-going advisor charge

Current turn over circa: £600,000

Offers over: £1,000,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Monmouthshire

Locations: Newport

Additional Notes: Having been established for 30 years, this firm have built up an extremely loyal client base, meaning client retention would be maximised.

For more information please call 01765 698 699 and quote the reference number 31068

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