The business is managing £26 million in funds under management, generating £130,000 in recurring income from 50 households.
The client base comprises high-net-worth former business directors aged 60-90 with average holdings exceeding £500,000, predominantly millionaires located across Wales and London.
The practice maintains annual face-to-face meetings with a 0.5% ongoing fee structure, focusing equally on pensions and investments. The firm has a clean compliance record with no upheld complaints.
The vendor seeks an asset purchase at 3.5-4 times recurring income, targeting completion before end of 2026. They will not remain authorised post-sale.