Award Winning, West Suffolk IFA Purchaser Looking to Take on a Practice With Positions Available for All Staff Members

Up front budget: £600,000

Current turn over circa: £2,800,000

Cash offer: Up to 3.75x Recurring Income

Established since: 1992

Locations: Suffolk

Additional Notes:

Award Winning, West Suffolk IFA Purchaser Looking to Take on a Practice With Positions Available for All Staff Members

- The majority of advisers in the business are chartered and generally the number of clients per adviser is limited to 100 to enable several meetings and points of contact with each client every year
- To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from sporting events to theatre performances. Large commitment to securing and engaging with every single client ensures very high retention rates for any future acquisition.

A Premium offer will be available to Practices of the following profile:

. Practice between £10-50m Funds under Management
. Share Purchase Option
. Typical client above £200,000

For more information please call 01765 698 699 and quote the reference number 178886

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