This lifestyle financial planning business puts clients at the forefront of everything they do. They are passionate about their profession and believe clients should receive world class experience.
The owner is concerned that being a sole Adviser business is becoming more difficult to deliver such an experience for his clients. Plus, after a long, hard working career is now seeking his retirement.
An enviable client bank with large number of HNW clients, with an average household holding in excess of £500,000. The business is an advocate of passive investments and would be looking for an acquirer to share this approach.