Background
Established over 30 years ago to service clients within Cheshire and surrounding Counties.
Long standing and loyal client database.
£125m AUA. £800k RI
“Vanilla” low risk client service proposition throughout.
Requirement
With the founding Principal / MD reaching retirement age a new custodian is sought for the firm’s clients.
With a team of employed advisers and technical staff it is hoped the acquirer will treat this as a “going concern” to minimise client disruption during the sale process and post a deal.
Consideration
The business is free of legacy advice issues, and has deliberately steered away from the promotion of high-risk product promotion.
With robust systems and processes in place an upper rate market valuation is expected as a share sale.
It is hoped deal terms can be achieved and a transaction completed during 2025.
Express Interest