Fully Independent Wealth Management Firm With a Very Experienced Management team Looking to Take on The Right People as Well as the Right Practice

Up front budget: £400,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 2006

Locations: Newbury

Additional Notes:

Fully Independent Wealth Management Firm With a Very Experienced Management team Looking to Take on The Right People as Well as the Right Practice

On any acquisition, the firm will keep the original investment proposition and platform the same to ensure minimal disruption to client service (unless there is a good reason to move the clients elsewhere). The principal is also keen to take on any key staff members in the existing business. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.

The management team have successfully taken on an integrated several practices, retaining both key advisory and middle office staff members who are still working to this day.

A premium offer will be available to the following:

. Located in the Reading, Tadley, Bassingstoke, Bracknell, Hungerford, Malborough, Swindon, Faringdon, Chippenham
. Practices from £10m-50m Funds under Management
. Principles who wish to retire post completion or remain in the business on an attractive salary (enquire for more details)

For more information please call 01765 698 699 and quote the reference number 178171