Current turn over circa: £117,000

Offers over: £370,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Berkshire

Locations: Reading

Additional Notes: With an average portfolio size per-household of £400k, time will be spent most effectively with high-value clients.

An average on-going advisor charge of 0.5% represents chance for uplift.

For more information please call 01765 698 699 and quote the reference number 31117

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