Privately Owned IFA with £2m of Secured Funding, a Bespoke Solution to Investments and Able to Pay up to 3.8x Recurring Income for the Right Practice

Up front budget: £1,200,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring Income

Established since: 2006

Locations: Portsmouth

Additional Notes:

Privately Owned IFA with £2m of Secured Funding, a Bespoke Solution to Investments and Able to Pay up to 3.8x Recurring Income for the Right Practice

- Several Highly Qualified Advisers with capacity to manage client relationships moving forward
- The Practice has successfully completed on two acquisitions in the past and managed to retain all but one client.
- The practice operates on most platforms and can provide a bespoke proposition to higher-net-worth clients

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

. Located in the Portsmouth, Southampton, Winchester, Fareham, Brighton area Surrounding area
. Practices between £10m-£90m Funds Under Management

For more information please call 01765 698 699 and quote the reference number 178378

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