An independent advisory business servicing a loyal client portfolio within the North and North West of England.
Established for nearly 2 decades following an earlier advisory career by a sole trader with integrity and honesty treating the clients’ interests first.
A “vanilla” attitude to risk so no contentious product promotions.
300 clients generating recurring income of c£270k pa.
Robust systems and processes. Impeccable client experience and retention.
With retirement now an increasing priority the Principal is seeking a safe custodian for the firm’s clients – one that shares the same cultural values of
independence, fairness and best practice.
A market rate valuation is reasonably expected for this business applying normal metrics, so in the region of £900k subject to DD and contract.
With no history of complaints or legacy issues regarding “high risk” product sales the vendor wishes for a share sale and so ETR eligibility.