Over £1mill in cash to buy a quality local firm and bring in additional financial advisers. Focus on client care.

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.5x recurring income

Established since: 2005

Locations: Belfast

Additional Notes: Established for Over 15 years, dealing with everything from pensions and investments through to mortgages and protection.

Family run continuously running charity events to give back to the community.

Very experienced back office team as well as adviser team.

Have bought before and cash reserves with further funding available.

Perfect business -
- Pru platform and provider
- Average client age 50 plus
- Client database computerised
- Client numbers 150 -1000

For more information please call 01765 698 699 and quote the reference number 178212

REQUEST INFORMATION