Background
A 60 year old CF30 adviser servicing a portfolio of clients that have been under his control for over 25 years in the Cumbria area.
Financially robust business model with strong cash reserves.
Now considering retirement options.
Requirement
Ideally a retirement by 2022. In the meantime ongoing employment within an advisory firm offering buy-out terms at market rate, top quality client servicing proposition and a commitment to the North West of England.
Consideration
Market rate buy-out terms structured over 24 months during which time the vendor will provide advisory services and participate in the integration process ensuring an elegant and seamless client hand-over.
Express Interest
