Reference: 21176 | Region: Midlands , Selling | Price: £30,000 | Funds Under Management: £2,250,000 |
Recurring Income: £13,000 | No of Active Households: 12

This Financial Advisor is looking to sell their personal client bank which consists of 12 active households. This small client bank could easily be absorbed by a Financial Advisor and presents an opportunity to uplift your own portfolio in a manageable way.

Due to becoming good friends with many of the clients, the Financial Advisor would be happy to remain on-hand during the transition.