Reference: 17817 | Region: Selling , Yorkshire & The Humberside | Price: £450,000 | Funds Under Management: £14,000,000 |
Recurring Income: £140,000 | No of Active Households: 19

The owner of this directly authorised, independent financial advice firm, is seeking retirement from being a Financial Advisor, so that he can have the freedom to spend more time in his overseas property.

Over a longstanding career as a Financial Advisor, he has a retained a loyal, HNW client bank. The average holdings per household is circa £740,000. The clients are used to paying 1% ongoing charges and value the service provided, which includes undertaking cashflow modelling. Therefore, would be looking to ensure the same high quality service is continued by the acquirer.

The business has not had any upheld complaints, redress payments or compliance breaches, therefore a clean business.

Preference for a share sale, to benefit from entrepreneurs relief.