Established financial planning business managing over £100 million across approximately 1,300 active clients. Comprehensive service offering includes investment management, protection planning, and mortgage advice across Yorkshire and Lancashire regions.
Strong demographics with the majority of clients aged 50-70 and around a third under 50. Average investment per client exceeds £100,000. The business generated turnover approaching £1 million with strong profitability, currently tracking over 20% growth. Ongoing income streams of over £600,000 annually.
Assets well-distributed across major platforms including Royal London, AJ Bell, Nucleus, and Scottish Widows. Full regulatory compliance via Paradigm and Howden, clean claims history, no defined benefit transfers.