With client servicing roots back to 1990 this Edinburgh based Wealth Management Firm boasts a genuinely bespoke and high-quality service to a portfolio of 200 clients, the majority resident within Edinburgh and the immediate surrounding area.
Strong and consistent revenue streams provide for a very profitable entity.
Impeccable and stylishly presented, appropriate for the HNW audience served.
The founding Director has now reached a retirement age and wishes to secure a safe custodian for his clients. One that can offer the same levels of committed and considered service they have become accustomed to.
It is hoped deal terms can be reached during 2023 as a share sale.
Given the quality of advice provided now and during the past 3 decades it is reasonably expected this business will command a premium valuation with offers expected in the region of £2.5m.Express Interest