Servicing a loyal client portfolio of 200 clients principally within the Norfolk area.
Founded and led by two experienced financial advisers. Support from a comprehensive administrative team.
Modestly profitable. Fully FCA compliant. Robust operational processes.
Meeting full regulatory compliance together with ever increasing fees and levies has made the Directors reflect on current and future trade. Not wishing to dilute the client experience whilst remaining commercially viable is becoming a challenge most modestly scaled advisory firms face, including this one.
A natural cross road has been reached.
On balance reaching commercial terms with an organisation of larger scale, greater resources but shared cultural values / vision is the ideal. A place where the Directors can enjoy a capital event plus ongoing employment with the acquirer firm.
Market rate valuation metrics are reasonably expect to be achieved for this business – as a share or an asset sale, subject to terms & DD.
Ongoing employment for the 2 Directors subject to terms.Express Interest