Directly Authorised advisory firm servicing a portfolio of c1,200 clients within the Essex, Suffolk, London and surrounding areas.
Highly profitable with c£180m FUM generating recurring revenues of c£1.5m.
Contemporary business model.
The two equal Partners have reflected on personal lifestyle ambitions, the interests of their clients and the current / emerging regulatory landscape. Both recognise continued trade would be more effective as a part of a larger organisation with shared resources and common purpose.
Interest is invited from large Regional and National acquirer organistions with the resources and commitment toclient servicing in the South East of England.
A mechanism is sought that will enable the above whilst accommodating the existing team and provide the Partners a deferred buy-out mechanism at market rate.