A long established and high profile Chartered Financial Planning business servicing a client portfolio predominately within the Bristol area. Robust processes and procedures. An impressive model. Average client investment greater than UK average – testimony to a strategy of quality service delivery.
Reflecting on current market trends, tidal flows and the influence of the Regulator / PI insurers the Board feels ongoing trade as a part of a larger entity makes every commercial sense. More so than remaining as a stand-alone entity. Interest is therefore invited from Chartered Advisory firms with similar cultural values and attitudes towards excellence in client service.
Achieving c£750k recurring income from post RDR service arrangements the business reasonably expects to achieve a valuation of 3.25 – 3.5 times recurring income subject to DD and contract. The advisory staff, technical support and administrative team is available for ongoing employment if so required, subject to terms.
Ideally achieving commercial terms during 2019 with an acquirer firm.