Owner of a directly authorised business established in 2006, managing over £50m in funds for 220 households. Specialises in retirement and investment planning, with a client base primarily located along the M4 corridor. Looking to create a capital event while continuing to advise clients for up to 5 years.
Current business generates annual turnover of c£400k with recurring income of £280k. Ideal for acquirers seeking a quality practice with a solid client base and consistent revenue stream.