Client bank valuation

What could your client bank be worth?

A guide valuation in under a minute. We built this so you can see, in real terms, what the business you've spent years building could be worth to you - directly from the people who would buy it, not a broker.

£20m
£1m£150m
When would you like to step away?

Optional - for a sharper estimate

A little more detail, a better figure

None of this is required. But each answer you give sharpens the estimate - and it's the same information we'd ask for on a call anyway.

1.0%
0.25%2%

Nearly there

Where should we send your valuation?

Your estimate appears on the next screen and we'll email you a copy. Your details stay with us - we're the buyer, not a middleman passing your information around.

Your guide valuation

Our estimate for your client bank

£—

This is an estimate based on what you've told us. The final figure can move up or down depending on things like how you'd like to be paid out, your ongoing fees, and the age and location of your client bank. An accurate figure needs a conversation - and it's a conversation with the people who would actually buy your bank, looking after your clients the way you have.

Talk it through - a 30-minute exploratory call

No obligation, no hard sell. Pick a window that suits you - including out-of-hours if you'd rather talk privately.

Welcome to Wealthyfutures, working with regulated independent financial advisors to secure you not just financial stability, but true wealth creation.

Wealthy Futures is a marketing style of Slaiyburn Financial Planning Ltd. All financial advice is provided by Slaiyburn Financial Planning Ltd.
Wealthyfutures is a marketing style of Slaiyburn Financial Planning Ltd. All financial advice is provided by Slaiyburn Financial Planning Ltd.

Slaiyburn Financial Planning Limited (Registered in England No. 06918298).
Registered address:  Finlayson & Co, Whitby Court Abbey Road, Shepley, Huddersfield, HD8 8EL

Slaiyburn Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 770375 at https://www.register.fca.org.uk.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: 
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
© 2026 Wealthyfutures. All rights reserved.