Up front budget: £10,000,000

Current turn over circa: £20,000,000

Cash offer: Up to 8x EBITDA paid over 36 months

Established since:

Locations: Greater London

Additional Notes: AIM-listed integrated wealth management group, with a growing network of offices across the UK and internationally. Clients range from private individuals to some of the UK’s largest universities.

Having successfully bought over £500m FUM via a single acquisition of an independent, multi office financial planning firm.

The Group will have more than 5,500 active clients and c. £3 billion of Assets under Management and Advice.

With over £50million dedicated to acquisition, this firm is looking for to speak to businesses of significant size to give it strategic footholds around the UK.

Keen to have the owners motivated and keen to progress forwards with the business.

The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients. Critical to delivery of its vision and underlying strategy are the creation of a technology backbone, a rigorous risk management and compliance environment and the provision of attractive investment products to clients. The core proposition centres on primary offerings in wealth planning and investment management to deliver best in class financial solutions for clients.

Wealth Planning
This platform provides holistic and trusted financial advice to personal clients focusing on current and future needs, delivered on a stand-alone or integrated basis. The service is targeted at the mass affluent market, defined as clients with circa £500k to invest. Corporate employee solutions are also provided to organisations to assist management and staff make the most of their benefits.

Investment Management
This offering includes comprehensive, trusted service to institutions and direct private clients. Significant assets are managed on behalf of universities, charities and foundations. Investment advice to private clients is offered on a discrete portfolio basis, or as part of a centralized investment proposition. Investment solutions are supported by in-house strategy and research professionals providing valuable market insight and intelligence. Increasingly the platform is working with wealth planners – internally and externally – to offer a comprehensive, integrated wealth management solution. 25 investment professionals operate in a collaborative manner with operational and administrative support provided through a partnership with a leading financial services provider, who deliver a seamlessly integrated range of support services and high-quality customer liaison.

For more information please call 01765 698 699 and quote the reference number 177589