Current turn over circa: £300,000

Offers over: £1,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Berkshire

Locations: Reading

Additional Notes: Average on-going advisor charge of 0.5%, representing room for further uplift.

Average client age of 61, meaning the portfolios have room for further accumulation.

For more information please call 01765 698 699 and quote the reference number 31057

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