A ‘vanilla” attitude to risk throughout has resulted in a “clean” compliance record and no client complaints.
The business is achieving c£200k recurring income from 150 active clients.
With retirement a looming prospect the Partner seeks a new custodian for his clients – many of whom have become personal friends during the many years of service.
The vendor has confirmed his ongoing commitment in an ambassadorial capacity and will assist where required with the client on-boarding and integration process post completion.
A market rate valuation is reasonably expected with consideration passing from acquirer to vendor over a 24 month term subject to DD and contract.Express Interest