Up front budget: £500,000
Current turn over circa: £1,000,000
Cash offer: 4.5x recurring income
Established since: 1980
Locations: West Midlands
Locations: Wolverhampton
Additional Notes: This firm is offering up to 4.5x recurring income for the right practice. This is 1-1.5x more than the average west midlands based IFA has sold for this year.
This is a chartered firm with a 2:1 support staff to advisor to allow the advisor the ability to offer personal and bespoke financial planning.
A premium price is offered for the following:
- west midlands based firm
- charging structure between .5-1%
- pensions & investments based business
- average client portfolio size over £100,000
For more information please call 01765 698 699 and quote the reference number 179021