With a commitment to the financial services sector spanning over 30 years the Principal of this Edinburgh based advisory firm has developed a culture of trust and loyalty amongst his clients.
Positive branding and marketing awareness through a commitment to the local market, individuals, families, and businesses.
Robust systems, processes, and controls. Committed small team.
The business has focussed on client retention and service rather than new business development in recent years.
c£40m FUM generating c£300k of recurring income consistently.
A valuation of c£1m is reasonably expected by applying normal market valuation metrics.
With advancing years and interest in an unrelated business opportunity the 64 year old Principal seeks a capital event enabling retirement from the retail financial services sector.
It is hoped interest can be identified and deal terms agreed enabling a business sale during 2022.