A well-established, directly authorised Financial Planning practice based in Greater London is seeking a share purchase acquisition.

The business oversees circa £80m–£90m in Funds under Management with recurring income exceeding £600k and average client holdings of around £340k. Leveraging Intelliflo and maintaining a strong focus on pensions, ISAs, bonds, and group life schemes, this limited company represents an attractive opportunity for an acquirer looking to expand their footprint in the region.