Independent Financial Planning / Wealth Management Firm – c£150m FUM & £800k Recurring Income Available for acquisition as a going concern – Hampshire – Ref 266

Wealth Management Firm offered as a “Sell & Stay” opportunity. South Devon – Ref: 253
September 14, 2021
Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271
August 17, 2022