Leeds Chartered Financial Planner 100% Client Retention

Up front budget: £150,000

Current turn over circa: £250,000

Cash offer: 4x 50/25/25

Established since: 2014

Locations: West Yorkshire

Locations: Leeds

Additional Notes: Following a recent highly successful acquisition that clearly demonstrates the client retention ability of this growing business they are now seeking their next opportunity. Continuity of proposition and charging structure and the ability to speak with a Retired Principal about their own experience with this business will provide reassurance to those seeking a safe pair of hands for their life's work.

For more information please call 01765 698 699 and quote the reference number 178169