Background
With a log association to a portfolio of Middlesex based clients this modestly scaled IFA business traded profitably providing robust investment and pension advice.
With c£12.5m FUM and recurring income of £100k from 70 clients the records are maintained in traditional paper based form.
Required
The family of the deceased have no interest or ability running a client facing advisory firm so wish to achieve a swift sale ensuring continued client servicing.
Consideration
Market rate is expected but an imperative is any acquirer is able to transact swiftly.
Express Interest
