Up front budget: £2,000,000
Current turn over circa: £2,000,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2000
Additional Notes: With 60 advisers and many of them chartered, you can be sure of a quality, local adviser to look after your clients.
As they are whole of market and can hold platforms off-panel, as well as a tiered charging structure from 0.5-1%, they are happy to keep the proposition for the client the same, leading to maximum client retention.
For more information please call 01765 698 699 and quote the reference number 181098