Accomplished acquirer. Regional business. Focused on putting the clients first. Currently looking after over half a billion FUM.

Up front budget: £300,000

Current turn over circa: £5,000,000

Cash offer: Up to 3.5x recurring revenue

Established since: 2005

Locations: East Midlands

Additional Notes: Founded in the early noughties the vision was to build a wealth-oriented financial planning advisory firm based on ongoing, long term relationships with its investor clients. As of January 2019, with over £600 million of client assets, a figure which keeps growing year on year, this successful business is looking to keep building on those foundations.

With almost 25 financial advisers, this regional practice is able to effectively service most clients across the East Midlands.

For more information please call 01765 698 699 and quote the reference number 177941