Established by a young IFA to provide an advisory service to Cumbria.
Significant growth organically and through professional connection referrals – now managing over £50m of client monies, accumulated during the past decade.
150 clients and a recurring income of £240k.
A natural crossroad has been reached. The founding adviser would rather be an employee of a larger growth orientated firm than shoulder the burden of being a one-man band in this highly regulated sector.
To join a larger entity so introducing the existing client portfolio and remaining in an advisory capacity.
The business presents well.
It’s a low-risk entity. Fully FCA compliant. No history of client complaint or any future expectations. So quite reasonably a upper market rate valuation is sought.
Interest as a share sale with headline consideration in the region of £800-900k with payment terms over a 24 month period, subject to DD and legal contract.Express Interest