The opportunity comprises two interconnected firms with combined c£170m funds under management and c£1m annual recurring income. Serving c600 households, the business specialises in pensions, investments, and protection planning. The client base primarily consists of business owners aged 40-60 predominantly based in the Midlands. They’re looking for their leased office to be retained given all clients come in for their reviews, and for their team to be retained too. Share purchase is needed.
The ideal acquirer will be independent and able to provide continuity of service to the long-standing client base.