Established in 2004 this Directly Authorised business services a portfolio of 44 cases (77 clients) – all individuals and families within the Midlands area.
Wholly FCA compliant there has never been any “high risk” product promotion to clients.
All records are retained using industry leading software.
At 65 years of age the founding Director / Adviser wishes for a retirement and a safe custodian for his treasured clients.
Interest is invited from advisory firms with an existing presence and commitment to the Midlands.
With an annual recurring income of c£70k it is reasonably expected this business will achieve a valuation of c£210 – £250k.
The Principal hopes to achieve a completion by the end of Q4 2021 or early Q1 2022.Express Interest