Experienced Independent Wealth Management Firm Paying 4x Recurring Income
Ref: 180658
Up front budget: £650,000
Current turn over circa: £1,500,000
Cash offer: 4xRI
Established since: 2015
Locations: North Yorkshire
Locations: Darlington
Additional Notes: Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.
Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium.
For more information please call 01765 698 699 and quote the reference number 180658 ask for Oliver Macer
