Offer Sash

Berkshire Retiring IFA

Current turn over circa: £600,000

Offers over: £2,300,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: Berkshire

Locations: Reading

Additional Notes: - The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31192

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