Up front budget: £2,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.1x Recurring

Established since: 1983

Locations: Chichester

Additional Notes:
Multi-Award Winning, Experienced Financial Planning Firm Established over Three Decades, Supporting a 5:1 Middle office to Advisory Support Ratio with Over £4 million to Spend on the Right Firm

The Advisers are supported by an exceptional 5:1 ratio of highly qualified Paraplanners/Analysts to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to five new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/chartered as it has done previously for numerous staff numbers.

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Dinners to Seminars. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

A premium offer will be available to practices offering:

. Located in the and the Portsmouth, Chichester, Midhurst, Brighton, Arundel, Billingshurst, Alton, Farnham, Horsham, Crawley, Guildford and The Surrounding Area
. Practices from £20m-250m Funds under Management
. Principles (some) who wish to remain in the business for two to three years are preferred

For more information please call 01765 698 699 and quote the reference number 177353