Acquisitive Welsh IFA Seeking Opportunities in Pembrokeshire
Ref: 181359
Up front budget: £250,000
Current turn over circa: £550,000
Cash offer: 3.5X 50/25/25
Established since: 1998
Locations: Pembrokeshire
Additional Notes: Well-established Welsh IFA firm actively seeking acquisition opportunities in Pembrokeshire.
The firm offers both bespoke financial planning and MPS solutions, tailored to client needs. Clients can be serviced face-to-face or remotely, depending on preference.
With cash available in the business, they are well-positioned to proceed with the right opportunity.
For more information please call 01765 698 699 and quote the reference number 181359 ask for Toby Holbrey
