Up front budget: £600,000

Current turn over circa: £1,000,000

Cash offer: 3.6-3.8x Recurring

Established since: 1968

Locations: Norwich

Additional Notes: Top 100, Whole of Market IFA With all Financial Advisers Working Toward Charted or Fellow and c.£1m in cash to Spend on The Right Practice

The majority of staff in the Practice have been trained internally from the ground up by the Managing Director which has yielded a consistently excellent service across the board. The ethics with the staff are directly translated to the level and quality of client service available. As the previous tenure demonstrates, the same advisers will most likely remain in the business for decades to follow providing longer term continuity to all clients that come on board. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint.

The Advisers are supported by an exceptional 3:1 ratio of highly qualified Paraplanners and Support Staff to each Adviser, enabling a pure advisory focused model. Advisers can solely focus on client meetings, allowing for a completely focused client experience and very high retention rates for any business taken on.

For more information please call 01765 698 699 and quote the reference number 177581