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Expanding IFA Company – to £150,000 in budget

Buyer Ref : 738
Expanding IFA Company – to £150,000 in budget

BUDGET: £150,000
LOCATION: Leeds, Harrogate
STAFF: 1 Advisor

My client offers financial planning advice to HNW clients based in Leeds and the surrounding areas. The advisor holds a level 4 diploma and over the past 18 months the business has achieved over 50% growth. Looking to phase payments across 12- 24 months with 50% of the funds paid upfront. This firm is serious about talking with you and discussing your exit strategy, call now to arrange a meeting quoting reference 8293.

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TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor

Expanding IFA Company – to £150,000 in budget

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’ Robert Graham - ScotlandRetired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’ Bill Kelleher - WalesRetired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’ Paul Gibbins - Nottinghamshire Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’ Bill Lake - SuffolkRetired IFA Proprietor