Established nearly 20 years ago specialising in retirement planning and the management of investment portfolios for 135 client cases throughout South West Wales.
With c£25m FUM the business achieves c£155k of recurring revenue from RDR compliant ongoing fees and a further £25k from ongoing commissions.
The business will shortly reach a natural crossroad as the founding Director seeks retirement.
Interest is invited from high-quality advisory firms with shared cultural and client servicing values able to commit resources to the South West Wales area.
A market rate valuation is expected in the region of £550k – £650k subject to DD and contract paid in deferred stage payments over an 18-24 month term.
The Principal will commit to the acquirer firm enabling an elegant and seamless client transition and integration.