This directly authorised, independent financial advisory firm, has a small group of highly profitable clients, with average holdings of £500,000. A number of the top clients hold in excess of £1m each.
The owner is looking to retire from Financial Services to pursue a life’s ambition to move abroad to be closer to his family and setup a business overseas and believes now is the right time for his family. He would be happy to remain available for a handover period and contactable to ensure a smooth transition.
There are no high risk sales such as DB pension transfer nor any regulatory or compliance issues.