A Directly Authorised sole trader / Ltd company.
Profitable and well organised. Loyal client portfolio predominately within the Wiltshire area.
Cautious attitude to risk reflected in client investment and pension portfolio. A 0.5% model.
The business owner has commercial interests outside of the financial services sector – his preferred future.
An acquirer is sought to look after future client servicing of c145 cases. Most within capital accumulation rather than the draw-down phase.
The sale proceeds will provide a capital injection and also enable some personal finances re-calibration and de-risking.
With recurring revenue streams of c£230k an expected headline valuation within the band £700k – 800k, subject to DD and contract.
The vendor wishes to participate in the client introduction and integration process ensuring a seamless and elegant transition. Future referrals from professional connections and local business contacts.