Wolverhampton based IFA housing £100m of clients assets looking to integrate another firm with £500,000 of cash

Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: 4.5x recurring income

Established since: 1980

Locations: West Midlands

Locations: Wolverhampton

Additional Notes: This firm is offering up to 4.5x recurring income for the right practice. This is 1-1.5x more than the average west midlands based IFA has sold for this year.

This is a chartered firm with a 2:1 support staff to advisor to allow the advisor the ability to offer personal and bespoke financial planning.

A premium price is offered for the following:

- west midlands based firm
- charging structure between .5-1%
- pensions & investments based business
- average client portfolio size over £100,000

For more information please call 01765 698 699 and quote the reference number 179021