Reference: 20895 | Region: Selling , South West | Price: £350,000 | Funds Under Management: £10,000,000 |
Recurring Income: £100,000 | No of Active Households: 100

This independent financial advisory firm is owned and run by a sole Financial Advisor who is considering his retirement options.

Ongoing fees of 1%, therefore no concern for an acquirer with similar fee charging level as the propositions are already aligned. The clients range from ages 30 to 70, with most pre-retirement age which provides an excellent benefit to acquirers.

The business does not have any upheld complaints nor any DB pension transfers.