Reference: 21006 | Region: Midlands , Selling | Price: £700,000 | Funds Under Management: £21,000,000 |
Recurring Income: £200,000 | No of Active Households: 100

This long established, family owned, Independent Financial Services firm of over 40 years is now looking for an acquirer due to family health issues.

The client bank has average client holdings of £210,000, with most of the clients in their 50s.

The business has previously undertaken circa 25 DB pension transfers, as such the owners are aware the business is likely to be available for sale via an asset purchase.

They have had no upheld complaints or compliance breaches throughout their history.