Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: to 4x 50/25/25

Established since: 2011

Locations: West Midlands

Additional Notes: An Independent Financial Group that is a privately owned family business with a track record of 7 successful acquisitions since 2011.
• Established academy system to provide home grown talent
• Utilize a ‘pod’ system consisting of a leading qualified IFA with a qualified assistant that can complete paperwork and write reports as well as dealing with day to day client queries. This is in turn supported by an admin person that handles all the back office processes ensuring the highest client service standards.

Bespoke exit plans available

For more information please call 01765 698 699 and quote the reference number 177854