Retiring IFA, Local Client Bank, Based on a Single Platform, With Uplift Potential.

Current turn over circa: £195,000

Offers over: £450,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Lancashire

Additional Notes: - Focused on attaining an offer over 12 months with 50% or more paid upfront.
- Happy to do a face to face handover of clients.
- Share purchase - no DB exposure or other esoteric aspects.
- Uplift potential - 0.75% charging structure for a single annual meeting.

For more information please call 01765 698 699 and quote the reference number 30282 ask for Byron Snaith

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