This Welsh IFA firm for sale was established by a Financial Adviser with extensive experience within Financial Services. The business owner is considering his exit strategy and would be happy to stay within the business over 2 years to ensure a smooth transition of clients.
The business is predominantly focused on investment advice, with small element of pension advice. Growth in the business has largely been achieved through the owners network of professional connections.
Circa 50% of the client bank is aged under 65.