Surrey Based Acquisitive IFA Specialising in High-Net-Worth Clients With a Very Strong Track Record in Successful Acquisitions Paying Between 3.5-4x Recurring Income.

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: 3.5-4x Recurring Income

Established since: 2004

Locations: Surrey

Additional Notes:

- The last three businesses transitioned by the firm, no clients were lost. The success stems largely from the fact the platforms and advisory portfolios remain unchanged, providing maximum continuity for the clients and ensuring you receive maximum value for the business.

- The firm has a holistic offering to High-Net-Worth Individuals and Business owners offering; Shareholder protection, key man protection, group protection schemes, SSAS and SIPP work, VCT, EIS, My cap, WPA, Loan trusts ect. in addition to financial planning.

- The practices also specialises in Corporate Clients with company pension schemes.

A premium offer will be available to Practices of the following profile:

. A good trading history and good local reputation
. Housing assets between £20m-£110m FUM
. Firms in the Surrey and South London area

For more information please call 01765 698 699 and quote the reference number 179473