Up front budget: £3,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.7x Recurring Revenue

Established since: 1991

Locations: Colchester

Additional Notes:

Chartered, Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £5 million to Spend on the Right Firm

The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners/Analysts to each Adviser, enabling a pure advisory focused model. The business is excellently positioned to accommodate multiple new members of advisory and back office staff and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.

A premium offer will be available to practices offering:

. Located in Ipswich, Cambridge, Colchester, Bury St Edmunds and the Surrounding Area
. Practices from £20m-250m Funds under Management
. Practices with under 0.7% Ongoing Advisory Charge preferred (not essential)

For more information please call 01765 698 699 and quote the reference number 176562