Reference: 23727 | Region: Selling , Wales | Price: £2,400,000 | Funds Under Management: £140,000,000 |
Recurring Income: £600,000 | No of Active Households: 540

This directly authorised IFA business is looking to sell due to ill health, therefore they are wanting a sell and go option, whilst being available for handover meetings.

Their client bank mainly located in South and West Wales consists of 540 active households with the average holdings being around £260k and typically on 1% initial and 0.5% ongoing charge.

This business has no complaints and have outsourced any DB Pension Transfers, meaning they will have no liability for past advice on DB advice.