Up front budget: £ 200,000

Current turn over circa: £ 50,000

Cash offer: Up to 4x recurring income for the right firm. Flexible exits.

Established since: 2019

Locations: Berkshire

Additional Notes: It is a flexible start up, top end, private client financial planning firm. The principle has vast market experience have grown an IFA firm to £5mill turnover and been at the highest level in a number of FS firms. Looking to grow inorganically via established financing. Focused on the cultural fit of principals and the right commercial opportunities. Driven by quality and wanting to do the right thing.

For more information please call 01765 698 699 and quote the reference number 177452