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 Edward Thorpe