The business manages over £80 million in funds under management, generating annual turnover of around £400,000, with strong recurring income.
Serving approximately 150 households of high-net-worth city professionals the practice features average client holdings of over £500,000. The client demographic averages in their early to mid-fifties with very few aged over 75.
This is a clean business with no upheld complaints, PI claims, or high-risk areas of advice.
The vendor previously worked with established networks before obtaining direct authorisation. They seek a capital event to reduce regulatory burden while planning to continue advising for several years post-sale. A share purchase is preferred, and discussions can commence immediately.