Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.2x Recurring

Established since: 2004

Locations: London

Additional Notes:
Elite Wealth Management Firm, Managing Over £1bn of Assets With Over 40 Advisers Covering London and the entire South East

Advisers are supported through a minimum 1:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business can has the adviser breath to service clients face to face across the entire South East and other selected parts of the UK meaning no client will be left behind.

The practice uses a four point bespoke process plan building process (including detailed cash flow modelling) for every single clients of the company. All new clients will go through this process upon joining and will continue to benefit from this system after joining as a client.

The firm is looking to purchase the assets and goodwill from a limited company but will compensate for the difference in tax relative to share purchase leaving the principal no worse off from a tax perspective.

A premium offer will be available to Practices;
- Located anywhere in the South East
- Limited high risk products undertaken

For more information please call 01765 698 699 and quote the reference number 178068