Up front budget: £1,500,000

Current turn over circa: £1,300,000

Cash offer: Up to 3.8x Reucrring

Established since: 2002

Locations: Chelmsford

Additional Notes:
Highly Esteemed Wealth Management Practice Looking to Take on Principles (if desired), a Secondary Office and Offering Continuity With the Same Platforms, Funds and service proposition while Offering up to 80% upfront for the Right Practice.

The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI, Estate Insurance and Defined Benefit Transfer Services. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on any acquisition.

My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business.

A premium offer will be available to Practices offering:

. Located in the and the Chelmsford, Bishop Stortford, Maldon, Colchester, Burnham, Romford
. Practices from £10m-50m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177565