£600,000
South-Wales IFA with £105m FUM generating £550k in Recurring Income
Ref: 31148
Current Turnover
£600,000
Offers Over
£2,150,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
West Midlands
Current turn over circa: £600,000
Offers over: £2,150,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: South Glamorgan
Additional Notes: With an average portfolio sizer per-household of £330k, time will be spent servicing high-value clients, whilst the average age of 55 mean those portfolios can continue to accumulate.
Average on-going advisor charge of 0.5% mean there is potential room for uplift.
For more information please call 01765 698 699 and quote the reference number 31148 ask for Edward Thorpe
