Background
A privately owned and managed wealth management business servicing a relatively small portfolio of HNW clients mainly resident within the West Sussex and London area.
Bespoke service combining portfolio advice, financial planning, estate planning, enhanced wealth solutions, tax efficient investments and pensions advice.
Profitable. Fully FCA compliant.
Requirement
Following a strategic review and client segmentation this re-calibrated business offers a platform for future profitable growth.
Non profitable clients and revenue deflecting activities have been removed from the model so offered here is a lean and scaleable Directly Authorised entity.
Consideration
With a recurring income stream of c£250k plus additional revenue from trading activity this business can reasonably expect to achieve a premium valuation in the market.
Interest is invited from acquirer firms that can offer HNW clients the same level of care, attention and excellence of quality advice as currently enjoyed.
Express Interest
