Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

Up front budget: £600,000

Current turn over circa: £500,000

Cash offer: Up to 4.25x Recurring

Established since: 1988

Locations: Chelmsford

Additional Notes:
Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

- The Principal of the Practice is extremely experienced on the acquisitions side and has successfully integrated over 10 practices into the business
- All clients are serviced face to face and new clients coming on board will see the clients of the firm personally in a handover
- The practice deals with all clients up from £75,000 to the largest of £7.5m meaning no client will get left behind and the business is geared to manage even the Ultra High-net-Worth clients

A Premium Offer Will be Available to the Following Practices:

. Located in the Chelmsford and Surrounding area
. Practices from £5m-25m Funds under Management
. Average age of client is not a concern for this business

For more information please call 01765 698 699 and quote the reference number 176955

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