Leading Welsh IFA offering 5x Reccuring Income with No Movement of Funds Required
Ref: 181320
Up front budget: £500,000
Current turn over circa: £1,750,000
Cash offer: Up to 5x RI
Established since: 2005
Locations: South Glamorgan
Additional Notes: With offers of up to 5x recurring income, the purchaser provides a highly competitive multiple, significantly above market average.
Whether you're seeking a short-term retirement or wish to remain involved as an adviser, the purchaser offers adaptable options to suit your plans.
No changes are required to existing client investment propositions, ensuring a seamless transition with minimal disruption and strong retention.
For more information please call 01765 698 699 and quote the reference number 181320 ask for Toby Holbrey
