Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.7x Recurring Revenue

Established since: 1988

Locations: Essex

Additional Notes:
Exceptional High Net Worth Specialist Advisory Firm, Which is both Chartered and Accredited and Offering a Very Unique Structure to Principles Who Wish to Capitalise and Stay on.

The vast majority of advisers on board are either Chartered or Accredited and all are advocates of a tailored approach to the execution of advice, with the proposition particularly geared to the High Net Worth Sector. Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer.

The Practice is extremely flexible to accommodate Principles who wish to remain in the Business and phase out over time. A generous % of all business written is retained by the principle who also has the option to partially sell client bank and manage a core of key clients for a period of time. This approach to acquisitions typically sees the best possible retention of clients as change occurs very gradually over time.

A premium offer will be available to Practices offering:
• Ideally housing clients above a £500,000 average portfolio size (not essential)
• Practises from £10m - £80m FUM
• Located in Hertfordshire, Essex and the Northern Home Counties

For more information please call 01765 698 699 and quote the reference number 177380