Experienced Independent Wealth Management Firm Paying 4x Recurring Income

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

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