West Midlands Regional IFA with £500,000 of cash available

Up front budget: £500,000

Current turn over circa: £750,000

Cash offer: 4.5x recurring revenue

Established since: 2010

Additional Notes: This firm is offering 4.5x recurring revenue for a high quality local IFA. This is actually 1.5x higher than the average in the region meaning you will maximise the capital value of the business

This firm offers 2 chartered IFA's offering a personal face to face approach to advising with the support of 2 administrators and 1 paraplanner. Resultantly, the advisors have the capacity to see a client multiple times a year.

This firm has a warchest of over £500,000 and offering premium pricing for the following:
- West Midlands based IFA
- Predominately Pensions and Investments
- Average client portfolio size being over £40,000

For more information please call 01765 698 699 and quote the reference number 179206