Up front budget: £500,000
Current turn over circa: £4,000,000
Cash offer: Up to 3.75x Recurring
Established since:
Locations: London
Additional Notes:
London Based IFA Who have Taken on Board over 45 Retiring Financial Advisers Over Course of Two Decades
- The Practice represents one of the most experienced and successful IFA acquirers in the central London area
- Typical retention of clients has been between 92-98% over transactions across greater London and the entire South East
- Capital has been drawn down and secured to bring on board one IFA in 2020
- There is now a large network across London and the South East of Principals who have left their business with the firm who are still involved as introducers, attend social events with the firm and are happy to provide testimonials of how they have found the process and integration
A Premium Offer Will be Available to the Following Practices:
. Located in London and the South East
. Practices from £10m-30m Funds under Management
. Principals that wish to either sell immediately or join for a period and then sell their practice
For more information please call 01765 698 699 and quote the reference number 177697