£195,000
Retiring IFA, Local Client Bank, Based on a Single Platform, With Uplift Potential.
Ref: 30282
Current Turnover
£195,000
Offers Over
£450,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Location
North West and Cumbria
Current turn over circa: £195,000
Offers over: £450,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lancashire
Additional Notes: - Focused on attaining an offer over 12 months with 50% or more paid upfront.
- Happy to do a face to face handover of clients.
- Share purchase - no DB exposure or other esoteric aspects.
- Uplift potential - 0.75% charging structure for a single annual meeting.
For more information please call 01765 698 699 and quote the reference number 30282 ask for Oliver Macer
