Regional IFA in South Wales Offering up to 4x Recurring Income

Up front budget: £500,000

Current turn over circa: £300,000

Cash offer: Up to 4x Recurring Income

Established since: 2016

Additional Notes: This business has already been established for nearly a decade, while the directors are in their early 30's, so have plans to carry on for another 20-30 years, meaning your clients can stay with the same firm through their retirement.

As an IFA, there is no intention to make drastic changes to your investment proposition, so from your clients point of view there will be minimal changes and so should lead to higher client retention.

Premiums will be paid for firms between 10-50m FUM, with average household values above £200k.

For more information please call 01765 698 699 and quote the reference number 179994 ask for Edward Thorpe

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