The client base consists of around 30 households, predominantly business owners and retirees located across Yorkshire, with substantial average holdings.
The business operates efficiently from home using Plannr CRM with fully electronic files. Assets are well-diversified across leading platforms and quality fund managers, and the practice maintains strong, longstanding relationships through annual face-to-face client meetings.
With nearly 40 years of financial services experience, the principal founded the practice in the early 2000’s. The operation maintains a clean compliance record with no upheld complaints, PI claims, or regulatory breaches over the past decade. The vendor is willing to remain involved in a flexible capacity to support a seamless client transition.