Background
A long-established and respected IFA / Wealth Management firm servicing loyal clients resident in South Wales.
FCA Directly Authorised. Wholly compliant. Low-risk attitude to client advice now and since formation.
£120m AUA held with household named product providers.
Requirement
Heath issues force a business sale enabling a new custodian for the client portfolio.
Interest is invited from financial advisory firms with similar cultural values, business ethos, and a physical presence under-pinning client servicing capabilities within South Wales.
Consideration
Market rate buy-out terms are reasonably expected for this “vanilla”, traditional IFA firm with consideration passing from acquirer to vendor in 3 stage payments over a 24-month term, subject to DD and contract.
Deal terms are hoped for during 2025 with a completion in 2026. The vendor will assist with the client integration / transfer process prior to a full retirement.
Express Interest
