Up front budget: 500000

Current turn over circa: undefined

Cash offer: To 3.5 x your recurring revenue with 50% up front.

Established since: 2013

Locations: Greater London

Locations: London

Additional Notes: Ref number; 391762

A high-quality wealth management firm looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions.

Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing £15,000 -£150,000.

My client offers a unique opportunity to complete partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients.

If you would like to know more about this firm, or the IFA acquisitions market in your area call Jamie Bradbury on 01765 698 699. We will be happy to answer any questions with free consultations and tailored advice to suit you.