Welsh based firm housing £80m of clients assets charging .65% average ongoing looking for a local firm to integrate into

Current turn over circa: £600,000

Offers over: £1,875,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1

Additional Notes: Welsh based firm housing £80m of clients assets charging .65% average ongoing looking for a local firm to integrate into.

Limited infrastructure required to be taken into consideration as there is only 1 support staff member and no office to be taken on board.

This client is managing a growing client bank with 80% of the clients still in the accumulation stages of their wealth, adding to their portfolios. This portrays future growth potential which will accelerate the return on investment.

For more information please call 01765 698 699 and quote the reference number 30569 ask for Edward Thorpe