Established to service individual and family financial advisory needs within Bristol and the surrounding area.
A Directly Authorised sole adviser Limited Company firm with c£45M FUM achieving c£360k pa recurring revenue from a client bank of c120 active cases.
“Vanilla’ attitude to risk. Impeccable systems and processes.
Retirement sought enabling lifestyle re-balancing with greater emphasis on family and hobbies.
With a responsible attitude to client interest and welfare the vendor of this firm is keen to identify an acquirer with parallel values – culturally and in terms of service excellence.
Interest is invited from firms with servicing capabilities in the same geographical area as existing clients.
The vendor will seek a retirement after effecting an elegant and seamless client integration process.
Market rate consideration is reasonably expected for this business as a share sale so enabling the vendor ETR eligibility with deferred payments structured over a 24 month term.
It is expected a business sale will be achieved during 2020Express Interest