A modern financial planning and wealth management practice created through the merger of two independent advisory firms over a decade ago.
Operating in a contemporary style servicing c440 clients and overseeing c£140m FUM. Recurring income of c£1.2m.
Profitable growth has been achieved organically and through acquisition.
Strong presence in Hertfordshire and the Home Counties with a reputation for professionalism and integrity.
A modern business with traditional values, utilising a CIP hosted via Elevate and offering a Lifetime Cashflow Planning service to suitable clients.
A natural crossroad has been reached. The Directors seek retirement post a business sale.
Interest is invited from credible acquirer firms with resources, capabilities, and appetite to become the next custodian of the firm’s clients.
Advisory and administrative resources are available for ongoing employment together with the firms existing office premises.
A market rate value is sought via a share or an asset sale.
It is hoped a completion can be achieved by 2022/2023 with consideration passing from acquirer to vendor over an 18–24-month term in deferred payments, subject to DD and contract.Express Interest