A sophisticated and professional firm with strong links throughout the South Wales business community. Respected and renowned for the provision of astute and timely financial planning advice to a HNW client portfolio (average case size c£750k).
Tax planning and cash flow forecasting are cornerstones of the firm’s business model that manages c£140m of client monies and generates c£600k of recurring income.
Selective new client onboarding and exceptional levels of service have ensured premium quality throughout and exceptional levels of client loyalty.
With retirement planning an objective for the Partners interest is sought from acquisitive firms able to demonstrate the same levels of depth in quality. Parallel beliefs in client service and a recognition that taxation and cash flow planning are essential attributes of effective financial advice.
It is important an acquirer has a commitment to South Wales with a physical presence and a clear understanding and empathy for local cultural values.
A market rate valuation is expected for this business that shows every promise of sustained profitable growth.
The Principals will commit to the client on-boarding and integration process as a minimum and have an open mind regarding future involvement if required by the acquirer firm. Imperative is an elegant and seamless client hand-over with all clients retained and interests respected.
A completion is sought by 2022.Express Interest