Essex Based Purchaser With a Successful Track Record of Local Acquisition Happy to Maintain both Platform and Charging Structure for a 2 year Period

Up front budget: £700,000

Current turn over circa: £4,000,000

Cash offer: Up to 3.8x Recurring Income

Established since: 2007

Locations: Essex

Additional Notes:

Essex Based Purchaser With a Successful Track Record of Local Acquisition Happy to Maintain both Platform and Charging Structure for a 2 year Period

- The Practice is happy to continue running clients on the same platform/charging structure for the first 18-24 months post acquisition to ensure maximum retention of clients.

- The firm has c.15 Advisers around Essex, Norfolk, London and South London ensuring all clients that need to can be seen face to face by mainly Chartered, experienced advisers.

- The firm has an all advisory investment proposition offering both passive, active and ethical solutions with a very competitive charging structure.

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

. Share Purchase Option
. Located in Chelmsford, Romford, Enfield, Colchester, Hertfordshire area
. AUA Between £10-100m FUM

For more information please call 01765 698 699 and quote the reference number 179267