Multi-Award Winning, Top 100 IFA Offering up to 3.8-4x Recurring Income for The Right Practice

Up front budget: £700,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8-4x Recurring Income

Established since: 1994

Locations: Milton Keynes

Additional Notes: Multi-Award Winning, Top 100 IFA Offering up to 3.8-4x Recurring Income for The Right Practice

- Each meeting an adviser and a paraplanner are typically present to provide full, holistic support to each client
- The firm will maintain the same ongoing adviser charge and investment proposition for the integration period
- Experienced acquiror having not lost a single client on the previous acquisition

A Premium offer will be available to Practices of the following profile;

. Between £10-60m FUM
. Charging an ongoing fee of 0.5-0.75% (ideal but not necessary)
. Average client size of £200,000 or more

For more information please call 01765 698 699 and quote the reference number 178375

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