A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
June 20, 2019
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
April 26, 2019

Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203



Over 20 years commitment servicing a client portfolio of 285 active cases within Shropshire and the surrounding area.

Directly Authorised – Ltd Company. Sole adviser / Director with administrative support trading from a bespoke home office adjoining the family home.

Highly profitable generating c£194k of recurring income.





Sadly with health issues has come the need to re-calibrate life priorities and so a business sale is sought providing capital and security for the vendors family.

Interest is invited from advisory firms with resources and local servicing capabilities.

An asset or a share sale is sought – important is a swift and seamless process towards a completion.





The business has traded in a “vanilla” / low risk form throughout so offered here is a clean entity without inherent risk or exposure to legacy advice issues.

A market rate valuation is sought using normal 3-3.5 times recurring income metrics.

The vendor will assist in the client hand-over / integration process ensuring the acquirers service proposition is embraced.

Ideally achieving a completion during Q3 2019.


Express Interest

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