Background
As a part of a leading network this long established and well managed IFA / Wealth Management firm has accumulated a loyal client portfolio of individuals, families, and partnerships all from within the West Midlands area.
Investment, Pension, Mortgage, and Protection advice has been provided in a prudent and risk averse manner, all under network compliance oversight.
With c£47m AUA, contemporary systems and processes the firm offers considerable commercial potential.
Requirement
The founding Director is now seeking a retirement, ideally during 2025, and a safe custodian for his clients.
Interest is invited from acquirers with client servicing capabilities in the West Midlands area.
Consideration
An upper market rate valuation is reasonably expected for this business which services a portfolio of quality cases, many within the HNW and mass affluent categories.
With network compliance oversight throughout the offering is top quality and share purchase terms are expected.
It is hoped a completion be achieved during 2025.
