A long standing Directly Authorised sole trader financial adviser servicing a loyal portfolio of 200 clients throughout the Pembrokeshire, Ceredigion and Brecon area.
The business has been established for 30 years and harbours considerable latent commercial opportunity with all client records computerised using market leading software. A clean track record with no complaints or promotion of “high risk” products now or at any time in the past.
Investments prudently selected providing steady and consistent returns.
Recurring income of c£125k is routinely achieved with emphasis on client service and retention than new business development.
Now reaching retirement age and reflecting on personal and client needs for the medium and long term. A business sale is sought.
Interest from acquirers with similar cultural values plus local servicing capabilities is invited.
Market rate valuation of c£375k is reasonably expected and to be paid in 3 instalments over an 18/24 month period subject to DD and legal contract.
The vendor is available for ongoing employment during the buyout period or an industry exit post client hand-over, subject to terms and contract.