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Long established & successful Financial Advisory firm – C£65m FUM – loyal client portfolio – Available for acquisition enabling the Managing Director continuing involvement – South coast – Ref 305
Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242