Currently serving as Director and Adviser of a successful firm founded over 8 years ago. Specialises in investment, pension, and retirement solutions, with expertise in managing inheritance tax issues.
The business has approximately £43m of FuM of which 70% is on Aviva. They have an average 1% OAC and service around 160 active client households, primarily located in the South East of England. Reason for sale is due to health concerns so want the stresses of running a DA business taken away, while continuing to stay as an advisor post sale. This is a clean vanilla business with no high risk areas of advice which supports them also wanting a share purchase to qualify for BADR.