Reference: 21360 | Region: Selling , South West | Price: £350,000 | Funds Under Management: £17,000,000 |
Recurring Income: £100,000 | No of Active Households: 70

This IFA firm with high street presence is ideally seeking a sell and stay option, so that the Principal Financial Adviser can focus on client relationships rather than hassle of running the business.

The business is regarded as low risk, which is reflected in the cost of the PI insurance.

An excellent, part-time Paraplanner has supported the Financial Advisor for 5 years, on a highly competitive rate of pay to an acquirer to keep on.

All clients are within 40 miles of the office.