Up front budget: £700,000

Current turn over circa: £3,000,000

Cash offer: Up To 3.7x Recurring

Established since: 1960

Locations: Richmond

Additional Notes:
Charted, Multi-Award Winning Financial Planning Firm Established over Five Decades, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £1 million in Cash to Spend on the Right Firm

The Advisers are supported by an exceptional 3:1 ratio of highly qualified Para planners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers, accompanied by Support Staff, can solely focus on client meetings, allowing for a completely focused client experience yielding very high retention rates and continuity from the previous service.

The profitability of the firm has tripled in less than a decade as clients have been attracted to the pure Advisory Investment Proposition, the 6 point annual touch model and the in house specialists in the legal and accountancy space. Most recently, the typical client taken on board has been over £1m in investable portfolio.

A premium offer will be available to practices offering:

. Located in the and the Slough, Uxbridge, Wembley, Twickenham, Marlow, Richmond, Kingston, Gerard Cross, Epsom and the Surrounding area
. Practices from £10-50m Funds under Management
. Higher average portfolio sizes preferred (over £300k) but not essential

For more information please call 01765 698 699 and quote the reference number 177588