Background
Established to service a client portfolio in West Yorkshire comprising individuals, families, and SMEs.
Profitable growth achieved year on year organically with client referrals and recommendations – testimony to the quality of this family run business.
Many multi-generational clients – emphasis has always been upon quality of service rather than pure profitability so resulting in client loyalty.
£100m AUA delivering c£800k RI. Wholly FCA compliant.
Requirement
With advancing years and the desire for a long and full retirement the founding Director is keen to secure a fresh custodian for his clients in tandem with employment opportunity for his staff who are in the main family members.
This is a well developed business. One build on sound foundations and providing plenty of commercial opportunity for future profitable growth.
It is hoped deal terms can be achieved during 2025.
Express Interest