Located in Gloucestershire this firm hosts c£7.5m of client monies. A modestly scaled sole trader / advisory business
The average client portfolio size is c£150k.
Differentiating itself with a strong and ethical client centric culture, a robust approach to compliance and an exceptional client servicing experience.
Fully IT embraced using modern digital technology and administrative platforms the firm is a part of the Quilter / Intrinsic network
With a “vanilla” attitude to risk product promotions at all times have been cautious so avoiding VCT, EIS, Arch Cru, Key Data and DB transfers.
The vendor is looking towards a career outside of the financial services sector, instead aligned to personal / vocational interests.
For this reason the business is to be sold and interest is sought from a small regional firm with similar cultural values and local servicing capabilities.
It is hoped deal terms can be reached during Q4 2020 / Q1 2021.
Achieving a recurring income of c£55k the business is expected to yield a headline consideration of c£150-175k.
The vendor will assist in the client onboarding and integration process then offer an ambassadorial service as necessary.
It is expected consideration will pass from acquirer to vendor over an 18 month term in 3 stage payments (50:25:25)Express Interest