This sole practitioner IFA business has been established for over 20 years, with a loyal client bank.
The business puts clients at the heart of everything they do and delivers value through holistic financial planning. They have an average client holding of £630,000, with a number of clients exceeding £1,000,000 each.
The business owner is keen for the team of support staff to be retained. They provide high level of support, with excellent preparation for client meetings and ensuring the business always runs efficiently. He would be looking to undertake 2 year handover period with the chosen acquirer.
Since Covid, the business has been operating remotely, with the Financial Adviser and Support staff working from home.