Chief Executive Officer; CEO

Long-Term Succession & Leadership Role

This is for a well-established, highly profitable financial planning firm in the Home Counties
, managing £450m of assets under management for approximately 570 clients
. With turnover of circa £5m and around 40% profitability
, the firm is entering a planned and carefully structured succession phase
.

The Founder is now seeking to appoint a Chief Executive Officer to assume day-to-day leadership of the business, with a fully supported handover period and a clear long-term vision for employee ownership and value creation.

The current owner intends to gradually step back over the next 12 months
, ultimately working one day per week in a non-executive Chairman role
. During the transition year, he will mentor and shadow the incoming CEO
, ensuring full transfer of knowledge, relationships and strategic oversight.

Once the handover is complete, the CEO will have genuine autonomy to run the business, with the Chairman available for guidance —
without interference
.

• £450m AUM
  , projected to reach £500m within 12 months
• £5m annua...