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Chartered & Certified Financial Planner – £10.4m FUM – The North of England – Ref 123

Background

 

A modestly scaled firm of Chartered & Certified Financial Planners (Sole Trader) located in the North of England servicing a client database within Yorkshire, Northumberland and Durham.

£10.4m FUM generating a recurring income of c£76k plus a further £20k of retainer fees.

Fully FA compliant. Loyal and long standing client portfolio all retained on service agreements.

 

Requirement

 

Reaching a life milestone and reflecting on opportunities outside of the financial services sector the Principal of this firm wishes to achieve a retirement and industry exit over the next 2 years.

Interest is sought from culturally compatible and financially secure advisory firms with client servicing capabilities in the North of England.

 

 

Consideration

 

A deal is sought providing the Principal a capital event with ETR eligibility at market rate in the region of £300k paid over 24 months plus ongoing consultancy in an ambassadorial or advisory form during the deferred buy-out term.

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.