Up front budget: £100,000

Current turn over circa: £300,000

Cash offer: 3.5x up to 50% upfront

Established since: 2016

Locations: Newcastle

Additional Notes: A firm of IFA's and Wealth Managers based in Newcastle. Helping clients for over 30 years. We are experienced and easy to talk to. Focused on establishing and maintaining long-term relationships.

Clients are typically referred by existing clients, employers, or professional advisers such as trustees, solicitors or accountants.

Typically,clients will be someone who wants a face to face meeting, is seeking financial planning and / or wealth management.

A very special investment proposition offers clients a tried and tested process unique to the firm. This has been developed over the last 20 years. It is designed to deliver diversification using the consistent above average performing funds in a range of sectors to balance growth and risk.

For more information please call 01765 698 699 and quote the reference number 178094