Bristol Boutique Wealth Management Firm With an All Chartered Advisory Team Offering a Consultancy Position to Retiring Practice Owners

Up front budget: £1,500,000

Current turn over circa: £3,500,000

Cash offer: Up to 4x recurring revenue

Established since:

Additional Notes: Boutique Wealth Management Firm With an All Chartered Adviser Team Offering a Consultancy Position to Retiring Practice Owners

- Position for the principal to take on a consultancy/advisory role within the new firm
- The business is looking to take on good quality staff members to maximize continuity in any transition
- Demonstrable, previous success in integrating Practices where client retention has been upward of 97% with principals paid out in full

A Premium offer will be available to Practices of the following profile:

. Located in the Bath, Bristol, Salisbury and the surrounding area
. Average client size of £200,000 or more
. Funds under management between £20-£150m FUM

For more information please call 01765 698 699 and quote the reference number 178905