The business manages c£15 million in Funds under Management, generating over £100,000 in recurring annual income. The firm services a high-quality, loyal client base with a strong average client holding of around £500,000, presenting an exceptional acquisition opportunity for a buyer looking to expand their footprint in the region.
The vendor is seeking an asset purchase with a local, face-to-face firm capable of ensuring ongoing continuity and personal service for a loyal client bank.