Up front budget: £1,500,000

Current turn over circa: £1,300,000

Cash offer: Up to 3.8x Reucrring

Established since: 2002

Locations: Chelmsford

Additional Notes:
Highly Esteemed Wealth Management Practice Looking to Take on Principles (if desired), a Secondary Office and Offering Continuity With the Same Platforms, Funds and service proposition while Offering up to 80% upfront for the Right Practice.

The Practice offers a full range of services including Financial Planning, Mortgages, Protection, IHT, GI, Estate Insurance and Defined Benefit Transfer Services. The holistic service proposition ensures a one stop shop for all clients coming on board which typically leads to near 100% retention on any acquisition.

My client is encouraging any retiring principles to remain in the business for 2-4 years to ensure the maximisation of value as well as complete succession planning on a large proportion of new business.

A premium offer will be available to Practices offering:

. Located in the and the Chelmsford, Bishop Stortford, Maldon, Colchester, Burnham, Romford
. Practices from £10m-50m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177565 ask for Edward Thorpe