With Global Institutional and Fund Management experience and capabilities this award winning firm of Chartered Financial Planners / DFM consistently produces top quartile performance.
Founded and led by seasoned industry professionals the firms’ service proposition comprises Financial Planning (incl cash flow modelling), Portfolio Management (Discretionary and Advisory options) and Wealth Management for a portfolio of 400 family cases with an average size of 500-600k.
Emphasis on client service and retention rather than new business with all clients located in the South-East of England.
Advisory and support team available for ongoing employment subject to terms and contract.
Interest is invited from acquirer firms with the resources and infrastructure to capture, integrate and service a sophisticated client portfolio, all HNW individuals.
There is a preference for the acquirer to offer ongoing employment packages to the existing advisory and management team so maintaining continuity and client contact.
It is hoped deal terms can be achieved during Q3 2020.
With a recurring revenue of c850k the business is to be valued as a going concern and so using normalised EBITDA metrics.Express Interest