Currently an AR of a leading national network.
Client portfolio of c55 cases and an average holding of £350k.
£22m FUM and achieving recurring revenue of £125k.
Chartered Financial Adviser in mid 50″s – prudent attitude to risk. Loyal and long-standing client portfolio appreciative of high quality service.
With retirement planning in mind a seamless exit strategy is sought, but not for the next 10 years.
Wishing to secure appropriate personal arrangements and confidence in future client servicing by the acquirer firm.
Similar cultural values and integrity offering a cost effective AR arrangement and buy-out model.
Valuation at market rate plus an ongoing AR arrangement.
Incentivised earnings for servicing of existing clients plus reward for new business introduced.