Are you a Financial Adviser in Gloucestershire (or within 50 mile radius) looking to retire or exit from Financial Services with up to £100m of FuM?
Our client company was established in the summer of 2021 with offices based in Cheltenham. The Principal has over 10 years experience as a fund manager for one of the UKâ€™s largest discretionary fund managers and has developed a client bank of high net worth individuals. They have grown their FuM to £50m. As well as offering discretionary fund management via a formidable wealth manager listed on the NYSE who manages £13bn FuM for 45,000 clients the Cheltenham based advisory firm offer open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials evidenced by their profitable trading since inception and funding is in place to support their growth plans through acquisitions.
Option â€“ Sell and Go
This is ideal if:
Ideally as close to Cheltenham as possible but would consider businesses in the M5 /M4 corridor, Oxfordshire and Swindon
Call us now on 0208 0044 162 or click Apply
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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.