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.
Ideally a retirement by 2020. 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.
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.