Up front budget: £1,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 4x recurring income

Established since: 2000

Locations: North Yorkshire

Additional Notes: With a whole of market approach, they originally generated an impressive turnover of £2 - £2.5 million and FUM of circa 500 million via organic growth then grew via acquisition and currently hold over £700 million FUM. The firm operates a dynamic DFM service; managed portfolios and advisory investment management.

Of particular note is the back office function in play, set up to provide clients with an end to end relationship management service.

The CEO of the company is happy to consider all bespoke exit routes and will employ the incumbent as an employed Private Wealth Adviser over a short, medium or long term arrangement should this route be of interest. Valuing businesses at up to 4 times recurring income paid over a 2 year period.

Exciting opportunity to join a market leading firm undergoing significant growth.

For more information please call 01765 698 699 and quote the reference number 177971