Home / Buyers / North East & Yorkshire / Small, personable IFA with cash to buy.

Small, personable IFA with cash to buy.

Ref: 176884

Up front budget: £ 250,000

Current turn over circa: £ 350,000

Cash offer: Up to 3.5x recurring income with 50% paid upfront.

Established since: 2017

Locations: Darlington

Additional Notes: Happy to take on the proprietor in an employed role to continue to look after a portion of their clients.

Would keep the clients on the same platform / provider.

Currently looking after 25mill FUM with a small personable team.

For more information please call 01765 698 699 and quote the reference number 176884 ask for Oliver Macer

North East & Yorkshire

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Oliver Macer
Quote reference: Buyer Ref: 176884