Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1987

Locations: Dorset

Additional Notes:
Chartered, Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and an Array of Unique Client Offerings

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from air shows to boating events. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

For more information please call 01765 698 699 and quote the reference number 178050