Opportunity to acquire a well-established financial advisory firm with over 40 years of operation. The business manages £26m in funds with a recurring income of £160k (last 12 months). It serves c200 client households with a 60% pensions / 40% investments mix. The firm includes an experienced team of advisors and support staff with an office in Lincolnshire.
Ideal for wealth management firms looking to expand their presence in the East Midlands. The current owner is retiring and seeks an asset purchase, with a preference for retaining key staff members.