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