Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)

Up front budget: £400,000

Current turn over circa: £3,000,000

Cash offer: Up to 3.8x recurring revenue

Established since: 2003

Additional Notes: Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change to either the investment proposition or service to clients. The firm can continue running portfolios in an advisory or discretionary basis in an active, passive or bespoke fashion. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.


Advisers are supported through a 1:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. Most new clients will cared for personally by a highly experienced and qualified partner of the firm.


A Premium Offer Will be Available to the Following Practices: