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HAMPSHIRE BASED WEALTH MANAGEMENT BUSINESS SEEKS BUYER. 

£45M FUM 

£240K RI

Information

A Hampshire based Wealth Management Business is seeking a buyer that will enable one of the two Directors to concentrate solely on the related Accountancy practice. The remaining Director would like to join any acquirer in an employed Adviser role.

With c£45m of FUM and c£240k of recurring revenue, this is a well established Business with no exposure to high risk funds/products.

What next?

If you are contemplating the next chapter for you, your business and its clients.

If you feel change, through a business sale, or possibly joining forces with a larger entity, is appropriate and timely.

And if you consider the above to be relevant and of interest. Then please contact Mike Porter in complete confidence using mike@tomorrow-ifa.co.uk

He will share detail for this opportunity, and the next steps.