Wakefield-based IFA Acquired Three times Previously

Up front budget: £300,000

Current turn over circa: £600,000

Cash offer: Up to 4x Recurring Income

Established since: 2009

Locations: North Yorkshire

Locations: Wakefield

Additional Notes: Client retention above 95% in their three previous acquisitions.

Looking for firms below £50m FUM and is happy to retain both the principal and back-office staff.

For more information please call 01765 698 699 and quote the reference number 179840