Midlands based DA business run by a husband and wife duo which has an annual T/O of just over £290k, for sale . They are both happy to stay on in ambassadorial roles to help transition the clients. This business currently manages c£25m of FuM with 75% of this on Quilter platform. Ongoing charge is 1% with a few clients on 0.5%.
116 households who are predominantly based in the Midlands with average holdings of c£220k. They have previously written 4 DB Pension Transfers but none since the early 90’s.
Ideally seeking share sale to benefit from Business Asset Disposal Relief.