South-Wales IFA with £100m FUM

Current turn over circa: £580,000

Offers over: £2,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: South Glamorgan

Additional Notes: Average client age of 61 means there is plenty of room for further portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31243

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