Reference: 4539 | Region: Selling , South West | Price: £300,000 | Funds Under Management: £16,000,000 |
Recurring Income: £85,000 | No of Active Households: 100

This retiring IFA is seeking an exit from financial services due to the ever increasing workload and cost burden from compliance and regulatory bodies. The owner is seeking a clean break through a sell and go acquisition.

In addition to the clients receiving holistic financial planning, the firm has circa 50 group pension and life clients.

This is a clean business with no complaints nor DB pension transfers.