Up front budget: £800,000

Current turn over circa: £4,000,000

Cash offer: Up to 4x Recurring Income

Established since: 1979

Locations: Redhill

Additional Notes:
Multi-Award Winning Redhill Based IFA Practice, Established over 4 Decades Ago With a Large Catalogue of Successes in Taking On-board Retiring Principles.


- Bespoke allocation of clients based on client demographic, location and age to one of the 13 advisers at the firm to secure the best fit for clients
- The highly qualified advisers have the reach and capacity to cover clients located across the entire South East
- The firm is extremely client centred with a total expense ratio between 1.1-1.3% which has lead to a some of the best success in local acquisitions.
- Demonstrable success with over 6 previous acquisitions, with the largest acquisition c.£80m Funds Under Management during which only 2 clients were lost.
- Salaried Handover of 1-2 years

A Premium Offer Will be Available to the Following Practices:

- Located in the Kent, Surrey, Redhill, Maidstone, Canterbury and the Surrounding Area
- Practices between £5m-£100m Funds Under Management
Ongoing fee 0.6-0.7% and below preferred but not essential

For more information please call 01765 698 699 and quote the reference number 178111