This directly authorised IFA firm with a well-placed office location has a team of Financial Advisers, Mortgage Advisers and Support Staff. They place high emphasis on client service and providing long term financial planning to support their current and future needs.
Turnover for the business exceeds £700,000.
The owners would be looking for the office and staff to be included as part of the sale. All clients are owned by the business.
Majority of the clients are located within reasonable distance to the office and typically are in the 50s age bracket. Average client holdings of £200,000 with some clients in excess of £1,000,000.
The firm have no upheld complaints and not undertaken any DB pension transfers