Founded over 25 years ago, this Chartered Financial Planning firm has grown to manage approximately £90 million in client assets. The business generates just shy of £1m in annual revenue, with a healthy mix of recurring income and new business. The firm operates from its own premises and serves clients primarily in the East Sussex area.
This opportunity would suit a buyer looking to acquire a well-established, directly authorised firm with a strong local presence and a track record of regulatory compliance. The current owner is open to discussing transition arrangements to ensure continuity for clients and staff.