Well established South Wales based firm for sale - turnover circa £400,000

Current turn over circa: £400,000

Offers over: £400,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Carmarthenshire

Additional Notes:
- This is a compliance based firm, with plenty of opportunity to upsell and expand services further, particularly relating to more inheritance and tax planning advice, investments and business advisory.

- My client boasts a diverse portfolio with strong average fees for limited company clients in the region of £1,200 - £1,3000 ensuring security in any investment made.

- Making strong use of software ensuring a smooth transition as we move closer towards MTD.

- Strong team of experienced staff in place with strong relationships with clients, ensuring quality client goodwill is protected.

For more information please call 01765 698 699 and quote the reference number 31834 ask for Lauren Burnham