Established following 30 years dedicated service to a loyal client portfolio of 100 clients located in the Home Counties.
With c£22m FUM the business follows a 0.5% client charging model and achieves recurring revenues of c£1100k annually.
A conservative attitude to risk and prudent investment choices has resulted in exceptional levels of client retention. No “high risk” product sales or promotion.
Changed personal circumstances has forced a business sale.
The vendor would like to remain in an advisory capacity post a business sale servicing clients for the acquirer firm working in an employed role.
A market rate / market rate plus valuation is reasonably expected given the quality of clients, loyalty, and immaculate business model.
With a recurring income of c£100k offers in the region of £325 – 350K are expected.
Ongoing employment terms for the adviser will be negotiated separately.Express Interest