Background
Established in 2004. Directly Authorised since 2017.
Providers of independent financial advice to 150 clients throughout South Wales.
A prudent and cautious attitude to risk throughout has resulted in a robust business model with loyal clients and a strong balance sheet. no “high-risk” product promotion.
Requirement
The founding Director / Shareholder is now approaching his retirement age and seeks a new custodian for his clients that can offer the same level of client service commitment and quality advice.
Once deal terms are achieved the retiring Director wishes to ensure the client migration and integration piece so will work with the acquirer to ensure a seamless and elegant transition.
Consideration
The business is free of legacy advice issues and has deliberately steered away from the promotion of high risk client products specifically DBTs.
Market rate terms are expected to be achieved.
It is hoped deal terms can be achieved during 2025 with a completion in 2026.
Express Interest
