Reference: 17711 | Region: Selling , Yorkshire & The Humberside | Price: £180,000 | Funds Under Management: £20,000,000 |
Recurring Income: £86,000 | No of Active Households: 160

The owner of this directly authorised, independent financial advisory business of over 20 years is looking to sell, due to concerns over what would happen if he was to fall ill. Therefore, is happy to sell and stay on advising clients or as an introducer, to ensure his clients are in safe hands. Majority of clients are long standing connections.

In addition to selling his clients through an asset purchase, there are 2 RIs within the business, who would be open to moving across to the acquirer or receiving a buyout themselves.