This IFA business with £82,500,000 of FUM split across circa 150 households, has a healthy client bank with average of £500,000 and few below £250,000. They utilise platforms for their clients and utilise their own investment committee to create risk-based model portfolios.

The owner of the business is looking to sell the business and protect the jobs of the existing staff which includes Financial Advisors, Paraplanners and Administrators. Plus, will stay around for a fair period of time, to ensue smooth handover

The business has a proven growth in Funds Under Management and Recurring Income, and no signs of this slowing down, due to receiving regular client recommendations and referrals from other professionals.

No upheld complaints or compliance breaches.