IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
July 27, 2017
Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 110
July 25, 2017

Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111

Background

 

Based in Hampshire the Firm has serviced and maintained a loyal client portfolio comprising individuals, families and Companies within the mass affluent and HNW sectors throughout the South of England.

A profitable Business managing c£50m FUM and with positive cash reserves, the Business has an enviable record of providing robust investment advice. Annual recurring revenue of c£215k is anticipated and an annual turnover of c£255k is consistent with previous trading periods.
Operating in a contemporary style the firm has maintained computerised client and transactional records throughout.

 

 

Requirement

 

Interest is invited from Chartered Wealth Management professionals with a real appreciation, resources and cultural abilities to meet the demands of an exacting client audience.

 

 

Consideration

 

Interest is sought from advisory firms that will support the further development of the Business through shared resources, common purpose and endeavour, whilst meeting the future ambitions of the owner, who wishes to continue to work with his existing clients within a new organisation.”

 

Express Interest

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




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