Multi-Office IFA Offering and a Unique Approach to Acquisitions (See Below for Details) and Succession Planning With Funding Secured for a 2020 Acquisition.

Up front budget: £600,000

Current turn over circa: £1,200,000

Cash offer: Up to 3.75x Recurring Revenue

Established since: 2006

Locations: Swindon

Additional Notes:
Multi-Office IFA Offering and a Unique Approach to Acquisitions and Succession Planning (See Below for Details) With Funding Secured for a 2020 Acquisition.

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. The Practice has a deep founded face to face model with Advisers covering the entire span of the South West in three different offices in Bristol, Gloucestershire and Swindon. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.

The administration team are trained to work with every platform and the Practice is looking to retain the clients previous investment proposition, platform and even fee structure. 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.

The Practice manages all clients including Retail, Corporate and Trust.

A Premium Offer Will be Available to the Following Practices: