Newcastle Fund Manager offers 80% paid year 1 sell/stay deal for IFA with DA business

Up front budget: £500,000

Current turn over circa: £500,000

Cash offer: 60/20/20 4x

Established since: 2019

Locations: Tyne and Wear

Locations: Newcastle upon Tyne

Additional Notes: This business provides a rare opportunity to secure a market leading multiple for an IFA business with the ability to stay on and maximise client retention.
Enquiries are welcome from those IFAs that can show the following:

- Direct Authorisation
- Clean Regulatory and Compliance Record
- No Defined Benefits Cases

For more information please call 01765 698 699 and quote the reference number 179235

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