Mayfair Based Wealth Management Firm Looking for Principals to Join with a Handover Ranging Between 1- 12 years

Up front budget: £1,500,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2012

Locations: London

Additional Notes:
Mayfair Based Wealth Management Firm Looking for Principals to Join with a Handover Based Between 1- 12 years

. Capital has been Drawn Down from one of the partners of the firm with the intention to purchase one Practice in 2020
. No change to the current investment proposition: the firm has the ability to continue running the same advisory portfolios
. The Practice has a Partnership with a Large Law firm meaning clients have access to a full suite of legal advice

A Premium Offer Will be Available to the Following Practices:

. Located in the Greater London area
. Average age of client/ value of portfolio is not a concern for this business
. Practices who service clients who would be happy to travel to a Mayfair based office (not essential)

For more information please call 01765 698 699 and quote the reference number 178170

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