Background
A privately owned and managed advisory firm – led by the same Principal for 35 years with a dedication to a client portfolio of 450 active cases.
Directly Authorised. Fully FCA compliant. Profitable. Well organised.
Requirement
Now reaching his Autumn years the Principal of this firm is keen to secure a new custodian for his clients – one that can offer a commitment to the West Midlands, appropriate resource, and a business model that will ensure the client experience is enhanced, not diluted.
Consideration
As a clean, “high-risk” product promotion free model. Full FCA compliance. Profitable. HNW / Mass Affluent client portfolio – all the criteria to achieve a premium valuation are inherent and so reasonably expected.
The vendor would like this to be transacted as a share purchase so enabling him ETR eligibility.
Express Interest
