Up front budget: £ 500,000

Current turn over circa: £ 300,000

Cash offer: 4x recurring revenue deal structure 50/25/25

Established since: 2008

Locations: Somerset

Additional Notes: Chartered Financial Planners established for over 10 years specialising in advising successful business owners and professional individuals this business develops an intimate understanding of their clients values.
Creating bespoke investment plans they assist clients to make prudent investment decisions to maintain their quality of life. This boutique exclusive practice is committed to excellent work where their attention is completely focused and their energy, enthusiasm and ethics are fully engaged. Client retention levels are excellent as displayed by the discretion, competence and care taken in relationship building post acquisition.
If you have half an eye on retirement, it would be the perfect time for a non-commital, confidential conversation with our client.

For more information please call 01765 698 699 and quote the reference number 176761 ask for Edward Thorpe