With heritage, local presence, and a long-standing loyal client database this profitable and well-organised financial advisory business has become available for acquisition enabling planned ascendency and the eventual retirement of founding members.
Maintaining a prudent and proportionate attitude to risk throughout results in full FCA compliant trade, no legacy issues now or expected.
640 clients, £150m FUM and recurring income streams of c£800k.
Consistently profitable. Impeccable systems and processes.
As a ‘vanilla’ business free from legacy issues and with consistent profitable returns it is reasonably expected this firm can command a premium valuation.
The expectation is via a share sale a headline consideration of c£3m is achieved.
A natural crossroad approaches. In advance ascendency planning is the agenda item with client interest at the core.
The Director’s ambition is to join with a larger organisation where shared resources, common cultural values, and ethics will allow the business to achieve latent commercial opportunities.
To provide ongoing employment for loyal and committed junior advisory, managerial, and administrative staff.Express Interest