Investment Management Firm, Lancashire, up to £160,000 Budget
Buyer Ref : 217
BUDGET: £160,000
FIRM TURNOVER: £300,000
LOCATION: Lancashire / West Yorkshire
STAFF: 4 IFAs
Professional firm of Independent Financial Advisers who collectively have over 80 years of financial services experience. This firm has been established for over 10 years but has been in existence since the early 1900’s. My client is in the process of preparing for RDR with all Advisers either at or currently working towards achieving the Diploma qualification. This organisation is experienced at acquiring client banks / businesses and would be keen in talking with individuals within the local area who are planning their exit strategies.
BUDGET: £160,000
FIRM TURNOVER: £300,000
LOCATION: Lancashire / West Yorkshire
STAFF: 4 IFAs
Professional firm of Independent Financial Advisers who collectively have over 80 years of financial services experience. This firm has been established for over 10 years but has been in existence since the early 1900’s. My client is in the process of preparing for RDR with all Advisers either at or currently working towards achieving the Diploma qualification. This organisation is experienced at acquiring client banks / businesses and would be keen in talking with individuals within the local area who are planning their exit strategies.