Family run, IFA. Established over 40 years. Cash rich. Can pay over 3.5x recurring income for the right firm.

Up front budget: £300,000

Current turn over circa: £1,000,000

Cash offer: 3.5x recurring income for the right firm

Established since: 1976

Locations: Northumberland

Additional Notes: Family-run firm of Independent Financial Advisers based in the North East.

Specializing in retirement planning, pensions advice and investment management. They have been providing independent advice for over 40 years. Well established and highly respected.

They aren't simply focused on their bottom line but on understanding the individual vendors business and their clients and the issues many people face in deciding their financial plans both at and during retirement. Their team of professional advisers go above and beyond to provide recommendations from the whole of the financial market place to ensure client satisfaction and ultimately retention.

Directly authorized their growing team currently consists of two highly experienced financial planners and are supported by a dedicated team of administrative staff.

They have created a culture of excellence seeing them constantly in the Top 250 Independent Financial Advisers in the UK in a customer satisfaction survey conducted by VouchedFor.

They will provide a very safe and stable home for someones life's work.

The cash is sat in the bank and ready to spent on buying a quality firm who put their clients first but are also looking for a great exit strategy and favorable deal terms.

For more information please call 01765 698 699 and quote the reference number 178113