Up front budget: £2,500,000

Current turn over circa: £250,000

Cash offer: Up to 4.5x RI

Established since: 2019

Locations: Greater London

Additional Notes: Strong cash reserves enable offers up to 70% of the total sale value upfront.

Adviser presence already established across Southern England, enabling face-to-face continuity across a wide geography.

Advisers and staff can be retained, with the acquirer keen to preserve trusted relationships and existing servicing models

No intention to change platforms, funds or client-facing structures, meaning minimal disruption to the end client.

This acquirer is ideal for a principal seeking a smooth transition with minimal disruption to clients and staff.

For more information please call 01765 698 699 and quote the reference number 181364 ask for Edward Thorpe