A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205

Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203
June 20, 2015
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
July 2, 2015