A Chartered Firm of Financial Planners / Wealth Managers servicing a client portfolio accumulated over several decades of focussed commitment to the County of Cambridgeshire.
Strong local branding and reputation with exceptional contacts amongst the local community and business sector.
Comprehensive service proposition delivered by a team of advisers with full in house technical and administrative support.
Robust business model, profitable with a strong balance sheet.
The founding Directors recognise a changing economic landscape and regulatory environment. To ensure the business and it’s clients welfare is positively positioned there is recognition being a part of a larger entity may be appropriate.
The business harbours considerable latent potential which also may be best captured with greater external resources.
Interest is invited from acquirer firms of similar cultural standards, outlook, and passion for excellence in client service delivery.
It is hoped the existing advisory and technical support teams will be offered ongoing employment contracts with the acquirer.
With c£175m FUM the business is achieving c£1.3m RI. By applying normal market valuation metrics there is an expectation the firm should attract offers within the band £4.5 to £5m.Express Interest