Medical Specialist Wealth Management Firm Paying up to 4x Recurring Income With a Salaried Position for the Principal During a Handover

Up front budget: £600,000

Current turn over circa: £2,000,000

Cash offer: 4.25x Reccuring Income

Established since: 2005

Locations: Greater London

Additional Notes:
Medical Specialist Wealth Management Firm Paying up to 4.25x Recurring Income With a Salaried Position for the Principal


- The firm houses some of the most experienced medical advisers in the country who will be personally taking on the majority of the clients.

- The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners and Support Staff to each Adviser, enabling a pure advisory focused model.

- The business is looking to take on all support staff and as well retaining the Retiring Principal for at least a year on a generous salary in a Client relationship management role.

For more information please call 01765 698 699 and quote the reference number 178958

REQUEST INFORMATION