Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301

IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300
August 23, 2024
Established firm of financial planners – 50 year trading history – Sectors serviced include Financial Services, Healthcare, Employee Benefits & Mortgage Advice – c£200m AUA – Wiltshire – Ref 302
August 23, 2024