An experienced investor and business owner is looking to retire and sell their financial advisory practice, established in the 1980’s.
The directly authorised limited company manages £80 million in funds under management, generating £500,000 recurring income across 300 active client households. The top 100 clients have invested £38 million, with several holding £1-4 million. The client base consists primarily of white-collar professionals and business owners.
Based in Bristol, the practice operates a 50/50 split between private and group clients using Quilter, Nucleus, and Aegon platforms. It services 20 group schemes and employs 5 support staff. The firm uses Intelliflo CRM with electronic files and maintains network support from Bankhall with a strong compliance record