£1,750,000
South Wales IFA with £250m FUM
Ref: 32023
Current Turnover
£1,750,000
Offers Over
£5,000,000
Established
15 to 20 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
West Midlands
Current turn over circa: £1,750,000
Offers over: £5,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average on-going adviser charge of 0.5%, there is the potential for this to increase to see a future uplift in revenues.
The average portfolio size per household is above £500,000, meaning you will be servicing high quality and profitable clients.
For more information please call 01765 698 699 and quote the reference number 32023 ask for Edward Thorpe
