On Hold
£600,000
IFA with £60m FUM with 0.5% average on-going advisor charge
Ref: 31068
Current Turnover
£600,000
Offers Over
£1,000,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
5 to 10
Location
West Midlands
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 ask for Edward Thorpe
