Established 20 years ago this modestly scaled one adviser / Director firm manages a portfolio of 110 active clients and c£45m of client monies.
Prudent and proportionate advice over the years has resulted in loyalty and pride developing close client’s wealth.
Most of the client portfolio is HNW / Upper mass affluent and resident in Kent and the surrounding counties.
With retirement now an increasing prospect the Chartered adviser is keen to secure a new custodian for his clients.
Within this he hopes to work within the acquirer firm for 2-3 years with tapering involvement to ensure an elegant and seamless transition.
Most likely the acquirer firm will have an existing presence, or aspirations for an office, in Kent
This is a wholly FCA compliant business with no client complaints. Well organised and efficient.
Quite reasonably the vendor seeks a premium valuation as a share sale. So, with recurring income streams of c£470k offers are invited in the region of £1.5m subject to DD and contract.
It is hoped deal terms can be achieved during 2021.Express Interest