Background
A two adviser IFA / Wealth Management firm. Highly respected within the local and business communities served. Overseeing the financial interests for 270 individuals. Managing c£54m and achieving c£500k of recurring revenue.
Well founded. Well managed. Professional from every angle. The business is positioned robustly on a growth and continued profit protectory.
Requirement
Personal factors and short-medium term business planning recognise a looming natural crossroad. Managed change is necessary to protect shareholder, employee, and client interests.
A decision to introduce the firms loyal and long-standing client portfolio to a larger IFA / Wealth Management firm has been made. Take advantage of economies of scale, commercial infrastructures, and long term prospects.. One that will provide both Advisor / Directors a capital event, ongoing paid employment to service existing clients until personal milestone / retirement events arise.
Consideration
The business has been managed well throughout. Systems, processes, records are properly maintained. Wholly FCA compliant. High-risk product promotion has been avoided. A cautious and prudent attitude to client investment followed.
For these reasons the firm correctly will attract a premium valuation. The experienced Directors bring a wealth of knowledge and best practice so warrant highly incentivised reward.
Interest is invited from IFA / Wealth Management firms of resource capable of delivering a “sell & stay” model.
Express Interest