Gloucestershire/South Wales Based IFA Practice With a Long History of Success in Acquisitions, an All Advisory Proposition and a Commitment not to Move Client Fees Post Integration

Up front budget: £7,000,000

Current turn over circa: £13,000,000

Cash offer: Up to 3.75x Recurring Income

Established since: 2002

Locations: Gloucestershire

Additional Notes: Gloucestershire/South Wales Based IFA Practice With a Long History of Success in Acquisitions, an All Advisory Proposition and a Commitment Not to Move Client Fees Post Integration

- All clients are given at least one annual review a year (or the client is not charged a fee)
- The vast majority of advisers on board are either Chartered or Award Winning and all are advocates of a tailored approach to both the execution of advice and the delivery standard.
- 100% of all new business cases are checked both internally and externally to ensure the highest level of compliance possible.
- Each adviser is supported by a 1:1 ratio of Paraplanners and back office support staff (most of which are Diploma level) enabling a pure focus on advice.
- The firm has had some of the best success nationally with integrating businesses, retaining between 95-97% of the clients with the vast majority of retired principals paid out in full

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

. Between £40-300m FUM
. Charging an ongoing fee of 0.5-0.75% (ideal but not necessary)
. Average client size of £200,000 or more
. Principals that wish to retire in 6-12 months or continue on managing the clients

For more information please call 01765 698 699 and quote the reference number 178512 ask for Toby Holbrey