Background
Long established Directly Authorised IFA / Wealth Management firm servicing a portfolio of clients predominately within Hampshire and surrounding Counties towards the Southeast of England.
£100m of client assets managed following a systematic passive investment approach generating consistently impressive outcomes.
Clean FCA compliance history. No high risk product promotion.
Requirement
With Autumn years approaching and both personal and client welfare a consideration the founding / owner wishes to secure a fresh custodian for the firms portfolio – ideally a larger entity that shares the same cultural values and investment philosophies.
An outright or a partial sale is available.
Consideration
The firm is well founded. Prior trading performance has been consistently impressive. The firm rightly is well regarded within the business communities it services as well as amongst its client base. For these reasons a premium enterprise value is expected within the range £4-£5m as a share purchase, subject to terms and contract.
Express Interest