Up front budget: £ 7,000,000

Current turn over circa: £ 25,000,000

Cash offer: Up To 4x Recurring Revenue

Established since: 1957

Locations: Canterbury

Additional Notes:
Outstanding IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice.

On the most recent acquisition, 100% on the clients were retained and all but 1 member of staff. An acquisition will keep the premise, staff and brand with no change to the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

The business is one of the few, larger independent financial advisory houses to adopt a localised adviser, administrator and para planning model. Clients who travel to the office have touch points with many different staff members and any new clients will benefit from the excellent, personalised service currently provided by local advisers.

A premium offer will be available to practices offering:

. Located in the Canterbury, Folkeston, Sandwich, Ramsgate, Birchington, Whitstable and the Surrounding Area.
. Higher average portfolio sizes preferred but not essential

For more information please call 01765 698 699 and quote the reference number 177244