Up front budget: £2,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 1992

Locations: Greater London

Additional Notes:

Experienced North London Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio with Over £4 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.

On integration of the last Acquisition , of which the firm has done five in total, all key staff members were retained while client fees remained unchanged for the integration period. This "business as usual" approach led to all the clients bar two sticking with the business and the Retiring principle received 100% of their differed payment. The Practice is looking to repeat the success of the previous acquisitions over the course of the next 6 months.

The Practice has a Private Client division specialising in clients of a portfolio size of £1m and over. Any Higher Net Worth clients taken on board will benefit from this bespoke service alongside dedicated advisers with specialisms in advanced products and tax structures.

A premium offer will be available to Practices offering:

. Located in the and the Watford, Harrow, Uxbridge, Southall, Shepard's Bush, Kings Langley, Northolt, Stratford, Finchley, Romford, and the Surrounding area
. Practices from £30m-200m Funds under Management
. Business with an average client size of £200,000 and above are preferred but not essential.

For more information please call 01765 698 699 and quote the reference number 177709