Servicing 120 active clients and £30m FUM this network member firm has consistently delivered healthy profits for its owner, now seeking a retirement opportunity.
With an exemplary track record and avoiding all forms of “high risk” product promotion / sales the firm is free of legacy issues.
All clients are maintained using industry leading software.
The Principal wishes for a retirement during Q1 2022.
Interest is invited from acquirer firms with local presence and a commitment to South Wales.
Market rate valuation metrics given a recurring income of £200k values this business in the range £600-750k, subject to DD and contract.
The existing advisory and support staff are available for ongoing employment, subject to terms.
The office premises are available for sub-let.Express Interest