Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles

Up front budget: £1,500,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring

Established since: 1971

Locations: Bristol

Additional Notes:

Multi-Award Winning Bristol Based Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and a Unique Approach Which Guarantees Payment for Retiring Principles

This buyer has had fantastic success with over 8 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. The firm implements a unique acquisition model which allows for a degree of clients loss with no change in the payments to the Retiring Principle. As a result, in all Practices the firm has brought on board, every Principle received 100% of the value of their business (more details on request).

Each client brought on board is reviewed individually with the Principle as to how best service the client. If remaining with the same investment proposition is the best for any particular client, no material change is made to the clients investments. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

Advisers are supported through a 1:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition.

A premium offer will be available to practises offering:

. Practices Located in the Bath, Bristol, Wells, Warminster, Chippenham, Swindon, Thornbury and the Surrounding Area.
. Practices from £5m - £100m FUM Funds under Management
. Either principles who wish to remain in the business or take part in a 3-6 months handover of the business

For more information please call 01765 698 699 and quote the reference number 90742