Originally founded in 2000 this Directly Authorised sole trader IFA has serviced a client portfolio of 108 clients all located within the County of Somerset.
The business has been run efficiently and profitably with all client records maintained in computerised form.
Compliance oversight has been via Simply Biz with no complaints throughout he firm’s trading history.
With ill health compromising ongoing trade a decision has been made by the 62 year old adviser to seek a buyer for the firm’s client database and investment portfolio enabling a retirement ideally by Q2 2019.
A market rate valuation of c£400-450k is sought via a share sale.