Up front budget: £1,000,000
Current turn over circa: £3,000,000
Cash offer: up to 3.75x Recurring Income
Established since: 1980
Locations: North London
Additional Notes:
North London IFA Established Over Four Decades, Offering a Retirement Sale Paying up to 3.75x Recurring Income
- The Practice runs both model portfolios and Bespoke offerings to the higher net-worth clients and thus can continue most offerings for clients coming on board
- Clients passed over will be serviced by highly qualified and senior advisers within the business with over 20 years of experience in the industry
- The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI and estate insurance. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on acquisitions
A premium offer will be available to Practices of the following profile:
. Recurring Income between £50,000-£600,000
. Principals seeking a handover of 3-12 months
. Located in North/Greater London
For more information please call 01765 698 699 and quote the reference number 178639