£300,000
South-Wales IFA with £40m FUM
Ref: 31738
Current Turnover
£300,000
Offers Over
£650,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
West Midlands
Current turn over circa: £300,000
Offers over: £650,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: This principle is looking to remain advising in the business, so you can maintain the existing relationships between the clients and adviser, while no other staff need to be included.
With an on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31738 ask for Toby Holbrey
