Retiring IFA - IFA Buyers London & South East - Page 7

IFA Buyers London & South East

Page 7 of 8

Up front budget: £ 800,000

Current turn over circa: £ 1,000,000

Cash offer: Up To 4x Recurring Revenue

Established since: 2013

Locations: Redhill

Additional Notes:
The firm is ideally looking to buy in Specialisms in Tax and Pensions field. The principle(s), if desired, will have a key role in shaping a new business unit; namely the processes, fee structure and technical aspects of an Financial Advisory division to an already successful investment firm.

For more information please call 01765 698 699 and quote the reference number 177425

REQUEST INFORMATION

Up front budget: £ 1,000,000

Current turn over circa: £ 4,000,000

Cash offer: Up to 7x Cash Flow

Established since: 1972

Locations: Essex

Additional Notes:

Multi Award Winning IFA Practice with over 15 Highly Successful Acquisitions Completed to Date, a Holistic Support Team all while Paying up to 7x Cash Flow for the Right Wealth Management Practice.

This buyer has had fantastic success with over 15 previous acquisitions experiencing, on average, 94% retention in conjunction with zero losses of clients from the large pool currently served. The Practice has never let any retiring principle down on deferred payments and with demonstrable success with countless previous acquisitions is the ideal, trusted home for someone looking to depart with their life's work.

A premium offer will be available to Practices offering:

. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Thetford, Harleston, Colchester, Chelmsford and the Surrounding Area.
. Practices from £10m-150m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers


For more information please call 01765 698 699 and quote the reference number 177420

REQUEST INFORMATION

Up front budget: £ 700,000

Current turn over circa: £ 1,200,000

Cash offer: Up to 3.8x Recurring Revenue

Established since: 1988

Locations: Kent

Additional Notes:

Top Performing Wealth Management Practice with a Large Back Office and Support Team and Several Millions Secured to Spend on the Right Practice Paying up to 3.8x Recurring Revenue for the right Practice.

With multiple offices across the South East, the Practice has the capability to provide a fantastic service to all clients taken on board in the and beyond. Hosting both an in-house accounting and legal team, the business provides a full 360 degree service to any client that requires it.

This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and installments were paid off early within a 12 month period. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.


A premium offer will be available to Practices offering:

. Located in the Kent, Dartford, Bromley and Surrounding Area
. Practices from £10m-50m Funds under Management
. Practices with an existing sustainable staff base are preferred

For more information please call 01765 698 699 and quote the reference number 177404

REQUEST INFORMATION

Up front budget: £ 1,500,000

Current turn over circa: £ 3,000,000

Cash offer: Up To 4.1x Recurring

Established since: 1983

Locations: Greater London

Locations: Mitcham

Additional Notes:

Multi Award Winning IFA Practice with Several Decades of Acquisition Experience, a Holistic Support Team and Several Millions in Cash to spend on the Right Practice

This buyer has had fantastic success on the most recent acquisition, retaining over 93% of the clients. The Practice also maintained all three advisers alongside honoring the existing CIP and fee arrangements for at least three years. This approach to maintaining the staff base and client offering will ensure near 100% retention in the next acquisition and subsequently pay 100% of any deferred element.

The firm adopts a pure advisory model with advisers being supported 1:1 by client relationship managers and Para Planners who attend all meetings and create meeting packs and suitability letters. The number of clients per adviser is capped to under 100 to ensure each adviser can provide the best possible service to each client. The businesses is ideally placed to take on advisers and retiring principles to allow a focus on client service with all compliance and administration lifted.

A premium offer will be available to Practices offering:

. Located in the Croyden, Mitchen, Richmond, Weybridge, Epson and the South London Area
. Practices from £10m-70m Funds under Management
. Practices with an existing sustainable staff base are preferred


For more information please call 01765 698 699 and quote the reference number 177397

REQUEST INFORMATION

Up front budget: £ 700,000

Current turn over circa: £ 1,000,000

Cash offer: Up To 4x Recurring Revenue

Established since: 2003

Locations: Greater London

Additional Notes:
Top Performing Wealth Management Practice with a Large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 4x Recurring Revenue for the Right Practice.

On the most recent acquisition, 99% on the clients were retained. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from Dinners to Theatre. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

A premium offer will be available to Practices offering:

. Located in the Croyden, Sydenham, Brixton, Streatham and Surrounding Area.
. Practices from £10m-50m Funds under Management
. Practices with an existing sustainable staff base are preferred



For more information please call 01765 698 699 and quote the reference number 177391

REQUEST INFORMATION

Up front budget: £ 10,000,000

Current turn over circa: £ 20,000,000

Cash offer: Up to 7x Adjsuted EBITDA

Established since: 2003

Locations: Greater London

Additional Notes:
Experienced Independent Financial Advisory House Seeking a Hub business in Greater London between £50-500m Funds Under Management Offering the Maximum Possible Continuity of Current Operations Available on the Market.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand (for at least the interim) with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business on a generous salary for 3-4 years to ensure the maximisation of value as well as complete succession planning (more details on request).

This practice has had fantastic success with over 30 previous acquisitions over the last decade years experiencing, on average, 95-98% retention which can be credited largely to the continuity of the operations. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

For more information please call 01765 698 699 and quote the reference number 177390

REQUEST INFORMATION

Up front budget: £ 3,000,000

Current turn over circa: £ 8,000,000

Cash offer: Up To 3.5x Recurring

Established since: 2002

Locations: London

Additional Notes:
Experienced acquirer, with offices spanning the length on the country servicing clients up to £20m and offering a position for Principles and up to 4x Recurring Revenue for the right Practice

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, completing the majority of acquisitions in under 3 months of introduction. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

A model of almost complete continuity is adopted, retaining the staff, brand (if strong), offices, investment proposition as well as a salaried role for principles. This type of model has proven to retain the vast majority of clients post acquisition due to minimal change to the client service.

The company also has a very strong legal side which works synergistically with the Financial Advisory side.


A premium offer will be available to Practices offering:

. Located in the Greater London Area
. Practices from £10m-150m Funds under Management
. Practices with an existing sustainable staff base are preferred

For more information please call 01765 698 699 and quote the reference number 177375

REQUEST INFORMATION

Up front budget: £ 1,750,000

Current turn over circa: £ 8,200,000

Cash offer: 3.8x Recurruing Revnue

Established since: 1968

Locations: Guildford

Additional Notes:
Multi Award Winning IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 3.8x Recurring revenue for the right Practice.


This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.


The Advisers are supported by an exceptional 4:1 ratio of highly qualified Paraplanners/Administrators to each Advisor, enabling a pure advisory focused model. The business is excellently positioned to accommodate up to four new members of staff and will provide training and qualifications to any junior members of the team who are working towards the Diploma/Charted as it has done previously for six advisers. The ethics with the staff are directly translated to the level and quality of client service available and the Practice has not lost an adviser in almost two decades. This unity and stability within the team and the strong cash position of the business means any instalment payments in the two years post acquisition have zero risk attached from a security standpoint. 

For more information please call 01765 698 699 and quote the reference number 177354

REQUEST INFORMATION

Up front budget: £ 3,000,000

Current turn over circa: £ 7,000,000

Cash offer: Up To 3.8x Recurring Revenue

Established since: 1968

Locations: Ipswich

Additional Notes:
Outstanding IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice Paying up to 3.8x Recurring revenue for the right Practice.

On the most recent acquisition, 100% on the clients were retained. An acquisition will keep the premise (for the interim minimum), staff and little to no change in the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

Advisers are supported through a 2:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take several new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.

A premium offer will be available to Practices offering:

. Located in the and the Bury St Edmunds, Cambridge, Ipswich, Thetford, Harleston, Colchester and the Surrounding Area.
. Practices from £10m-150m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177337

REQUEST INFORMATION

Up front budget: £ 1,500,000

Current turn over circa: £ 20,000,000

Cash offer: 3.7x Recurring (Up to)

Established since: 1998

Locations: Milton Keynes

Additional Notes:
Multi Award Winning and Multi Office, Maidstone Based IFA Offering an Attractive Immediate sale in Conjunction with a more Unique Structure (see below for more details).

The Practice is offering two distinct opportunities:

1. An attractive share sale structure to be paid over 12-24 months

2. A unique opportunity to become trading style of the Practice, where all Regulatory and Compliance work is lifted from the business for a small fee of revenue. The majority of share capital is purchased initially while the remainder is purchased in 2-4 years after the remaining principles have had opportunity to build up the business and sell the reaming stake for a higher value. A multiple is then agreed to purchase the business at some point in the future with discretion falling on the selling party. The Partner(s) continue working and keep the majority of both recurring and new business up until the point where the purchase agreement is executed. Full support during this time is provided with the option for; Full advisory cover to enable extended leave, full paraplanning/compliance support alongside office space if needed. This option suits advisers who are not quite ready to retire or wish to engage in a lengthier transition period but would benefit from a de-risking of the businesses and to maintain the income stream until ready to sell. (more details on request)

This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

The vast majority of advisers on board are either Charted or Award Winning and all are advocates of a tailored approach to both the execution of advice and the delivery standard. The Practice has a deep founded face to face model with Advisers covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.

Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer. Such service is largely achieved by a 2:1 ratio of technical support/administration staff to advisers, enabling a pure advisory focused model and a focus on client contact and support.

A premium offer will be available to Practices offering:

. Located in the Milton Keynes, Bedford, Luton, Leighton Buzzard, Stevenage and Surrounding area.
. No minimum average portfolio size
. Up to 100m Funds under Management

For more information please call 01765 698 699 and quote the reference number 177316

REQUEST INFORMATION

Up front budget: £ 1,000,000

Current turn over circa: £ 5,000,000

Cash offer: 3.7x Recurring

Established since: 1992

Locations: Greater London

Additional Notes:
Outstanding Charted IFA Practice with Several Decades of Acquisition Experience, a fully Independent Offering and a Substantial War Chest to Spend on the Right Practice.

This practice has had fantastic success with over 10 previous acquisitions over the last decade years experiencing, on average, 95% retention. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

Employing some of the most highly qualified and successful advisers in the region, all either charted or working towards charted, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to four new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.

A premium offer will be available to Practices offering:

. Located in the and the City, Mayfair, Marylebone, North London, St Albens, Stevenage, Luton and the Surrounding area
. Practices from £10m-50m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices

For more information please call 01765 698 699 and quote the reference number 177302

REQUEST INFORMATION

Up front budget: £ 10,000,000

Current turn over circa: £ 15,000,000

Cash offer: Up To 7x EBITDA

Established since: 2014

Locations: Greater London

Additional Notes:
Highly Unique Opportunity to Capitalise on your Practice Value in Central or North London, remain in the Business in a Strategic and Business Development/ Acquisitions role (if desired) while receiving up to 7x Adjusted EBITDA and 60% upfront.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premises, staff and brand with no change to the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

My client is encouraging any retiring principles to remain in the business for 3-8 years to ensure the maximisation of value as well as complete succession planning on a very generous salary (more details on request). Capital will be provided for further acquisitions and while the principles receive an immediate sum for the business on acquisition. During this time, the deferred payments are geared 1:1 on revenue so principles will directly benefit in the future growth of the business via increased cash payments on top of a generous salary.

A premium offer will be available to Practices offering:

. Located in the and the City, Mayfair, Marylebone, North London and the Surrounding area
. Practices from £40m-800m Funds under Management
. Principles (some) who wish to remain in the business are preferred in conjunction with scalable offices

For more information please call 01765 698 699 and quote the reference number 177263

REQUEST INFORMATION

Up front budget: £ 5,000,000

Current turn over circa: £ 12,000,000

Cash offer: Up to 3.9x Recurring Revenue

Established since: 1967

Locations: London

Additional Notes:

Charted and Independent Multi Office Firm Established for Three Decades looking to bolster their East London Presence, Offering up to 3.9x Recurring revenue with 60% upfront for the Right Firm.


This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

The vast majority of advisers on board are either Charted or Award Winning and all are advocates of a tailored approach to both the execution of advice and the delivery standard. The Practice has a deep founded face to face model with Advisers covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.


A premium offer will be available to practices offering:

. Located in the Stratford, Walthamstow, Greenwich, Lewisham, Woolwich, Sydenham, Romford, Dartford, Northfleet, South Ockendon and the Surrounding Area.

. Higher average portfolio sizes preferred but not essential

For more information please call 01765 698 699 and quote the reference number 177246

REQUEST INFORMATION

Up front budget: £ 7,000,000

Current turn over circa: £ 25,000,000

Cash offer: Up To 4x Recurring Revenue

Established since: 1957

Locations: Canterbury

Additional Notes:
Outstanding IFA Practice with Several Decades of Acquisition Experience, a large Back Office and Support Team and Several Millions in Cash to Spend on the Right Practice.

On the most recent acquisition, 100% on the clients were retained and all but 1 member of staff. An acquisition will keep the premise, staff and brand with no change to the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

The business is one of the few, larger independent financial advisory houses to adopt a localised adviser, administrator and para planning model. Clients who travel to the office have touch points with many different staff members and any new clients will benefit from the excellent, personalised service currently provided by local advisers.

A premium offer will be available to practices offering:

. Located in the Canterbury, Folkeston, Sandwich, Ramsgate, Birchington, Whitstable and the Surrounding Area.
. Higher average portfolio sizes preferred but not essential

For more information please call 01765 698 699 and quote the reference number 177244

REQUEST INFORMATION

Up front budget: £ 2,000,000

Current turn over circa: £ 20,000,000

Cash offer: 3.8x Recurring

Established since: 1963

Locations: Brighton

Additional Notes:
Multi Award Winning, Brighton and Kent Advisory Practice Offering up to an Extremely attractive 3.8x Recurring Revenue in conjunction with a more Unique Structure (see below for more details).

The Practice is offering two distinct opportunities:

1. An attractive share sale structure to be paid over 12-24 months

2. A unique opportunity to become trading style of the Practice, where all Regulatory and Compliance work is lifted from the business for a small fee of revenue. A multiple is then agreed to purchase the business at some point in the future with discretion falling on the selling party. The Partner(s) continue working and keep the majority of both recurring and new business up until the point where the purchase agreement is executed. Full support during this time is provided with the option for; Full advisory cover to enable extended leave, full paraplanning/compliance support alongside office space if needed. This option suits advisers who are not quite ready to retire or wish to engage in a lengthier transition period but would benefit from a de-risking of the businesses and to maintain the income stream until ready to sell. (more details on request)

This practice has had fantastic success with over 5 previous acquisitions in the last 2 years experiencing, on average, 95% retention in conjunction with zero losses of clients from the large pool currently served. Retention in the most recent acquisition was over 99% and instalments were paid off early within a 12 month period. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

The vast majority of advisers on board are either Charted or Award Winning and all are advocates of a tailored approach to both the execution of advice and the delivery standard. The Practice has a deep founded face to face model with Advisers covering the entire span of the UK where clients are seen up to three times a year. The business has the capability to service a nationally spread client base and offers flexibility to continue the level of client interaction from what is currently being delivered.

Receiving numerous awards in the past few years for yielding some of the highest client satisfaction in the South East and nationally, the business is optimally positioned to accommodate new clients who gain access to the multitude of services and products on offer. Such service is largely achieved by a 2:1 ratio of technical support/administration staff to advisers, enabling a pure advisory focused model and a focus on client contact and support.

A premium offer will be available to Practices offering:

. Located in the Brighton, Turnbridge Wells, Haywards Heath, Horsham, Maidstone, Hastings and the Sourrounding Area
. No minimum average portfolio size
. Up to 150m Funds under Management

For more information please call 01765 698 699 and quote the reference number 177241

REQUEST INFORMATION

Up front budget: £ 1,500,000

Current turn over circa: £ 1,400,000

Cash offer: Up to 4.1x Recurring

Established since: 1987

Locations: Slough

Additional Notes:
Cash Rich Practice Specialising in Clients of Around £5-600k around south and east London paying up to 4.1x for the Right Practice.


A premium offer will be available to practices offering:

. Located in the and the Slough, Uxbridge, Wembley, Marlow, Kingston, Gerard Cross, Epsom and the surrounding area
. Practises from £10-50m Funds under Management
. Higher average portfolio sizes preferred but not essential

For more information please call 01765 698 699 and quote the reference number 177220

REQUEST INFORMATION

Up front budget: £ 6,000,000

Current turn over circa: £ 10,000,000

Cash offer: Up to 7x Adjusted EBITDA

Established since: 2010

Locations: Guildford

Additional Notes:
Highly Unique Opportunity to capitalise on the Practice Value, remain in the business on a salaried role (if desired) while receiving up to 7x Adjusted EBITDA (profit before tax) for the business.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand with no change to the investment strategy. This absolute continuity in the business will guarantee close to 100% retention looking forward as virtually no change to the client experience is made.

My client is encouraging any retiring principles to remain in the business for 3-8 years to ensure the maximisation of value as well as complete succession planning on a very generous salary (more details on request). Capital will be provided for further acquisitions and while the principles receive an immediate sum for the business on acquisition. During this time, the differed payments are geared 1:1 on revenue so principles will directly benefit in the future growth of the business via increased cash payments on top of salary.

A premium offer will be available to Practices offering:

. Located in the and the Guildford, Crawley, Redhill, Bordon, Farnborough, Petersfield, Haywards Heath and the surrounding area
. Practises from £40m-700m Funds under Management
. Principles (some) who wish to remain in the business are preferred

For more information please call 01765 698 699 and quote the reference number 177201

REQUEST INFORMATION

Up front budget: £ 6,000,000

Current turn over circa: £ 55,000,000

Cash offer: Up to 4x Recurring

Established since: 1983

Locations: Colchester

Additional Notes:
Multi-Award Winning, Experienced Acquirer and Independent Advisory Practice in Colchester Offering up to 4x Recurring Revenue for the Right Business.

This practice has had fantastic success with over 10 previous acquisitions in the last 2 years experiencing, on average, 95% retention (98% once mortality adjusted) in conjunction with zero losses of clients from the large pool currently served. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

A larger part of the current success with acquisitions stems from the current investment model. As the model is wholly independent, there is no pressure or shoe horning into a different investment proposition meaning continuity in the client service maximised, thus effectively crystallising differed payments and guaranteeing almost 100% of the value of any business taken on board.

The business is one of the few, larger independent financial advisory houses to adopt a localised adviser, administrator and para planning model. Clients who travel to the office have touch points with many different staff members and any new clients will benefit from the excellent, personalised service currently provided by local advisers.


A premium offer will be available to Practices offering:

. Located in the Colchester, Ipswich, Chelmsford, Bury St Edmonds and the surrounding area
. Practises from £10m-250m Funds under Management
. No minimum average portfolio size

For more information please call 01765 698 699 and quote the reference number 177196

REQUEST INFORMATION

Up front budget: £ 600,000

Current turn over circa: £ 2,800,000

Cash offer: Up to 4.1x Recurring

Established since: 1970

Locations: Brighton

Additional Notes:
Multi-Award Winning, Experienced and Independent Advisory Practice Offering up to 4.1x Recurring Revenue for the Right Business.

The business has recently acquired a practice with exceptionally high retention of 99% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.

Advisers are supported through a 2:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to five new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/Charted level.

For more information please call 01765 698 699 and quote the reference number 177155

REQUEST INFORMATION

Up front budget: £ 450,000

Current turn over circa: £ 1,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2007

Locations: Cambridgeshire

Additional Notes:
Experienced, Local Acquirer looking to take on a Practice of up to £30m FUM Offering up to 60% Upfront.

The business has recently acquired a practice with exceptionally high retention of 98% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.

The firm adopts a pure advisory model with advisers being supported 1:1 by client relationship managers who attend all meetings and create meeting packs and suitability letters. The businesses is ideally placed to take on advisers and retiring principles and allow a focus on client service with all compliance and administration lifted.

To maintain strong relationships with clients, this partner led firm regularly takes out clients to both events and seminars. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

For more information please call 01765 698 699 and quote the reference number 177139

REQUEST INFORMATION
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