Reference: 20676 | Region: Selling , Yorkshire & The Humberside | Price: £700,000 | Funds Under Management: £44,000,000 |
Recurring Income: £200,000 | No of Active Households: TBA

This Independent Financial Advisory firm is jointly owned, with two differing retirement dates for the Directors. As such, they are looking for an acquirer to accommodate a full or partial sale now and enable the other Director to stay on as a Financial Advisor with the acquirer.

The firm have a team of self-employed Financial Advisers, who own their own clients, as such would not feature as part of the acquisition and have not been included in the figures listed.