Reference: 12526 | Region: Selling , South East | Price: £555,000 | Funds Under Management: £20,000,000 |
Recurring Income: £185,000 | No of Active Households: 100

This long established financial advisory firm of over 35 years originally built his client bank through networking and building a strong presence in the square mile of London. As such, has a client bank of ex city professionals across London and Home Counties, with many of his clients happy to travel to the office for meetings.

New business income has dropped over recent years due to the ill health of the Principal Financial Advisor. However, in previous years it has been £60,000 – £100,000, therefore likely untapped potential for a new acquirer.

As a result of the recent health issues, the owner is now looking to retire. The owner is ideally looking for a high calibre, ethical, firm offering independent advice with gravitas of building good customer relationships.