Sold
£600,000
Berkshire Retiring IFA
Ref: 31192
Current Turnover
£600,000
Offers Over
£2,300,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
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 ask for Toby Holbrey
