Reference: 21203 | Region: Selling , Yorkshire & The Humberside | Price: £875,000 | Funds Under Management: £50,000,000 |
Recurring Income: £250,000 | No of Active Households: TBA

The owner of this directly authorised financial advisory firm is seeking retirement within the next five years and is looking to identify his future options. As such, is open to conversations with suitably aligned acquirers.

In addition to the £250,000 of recurring income, the business is currently generating circa £100,000 of new business income.

Their client bank is generally based across Yorkshire and North England, with most at retirement.

The business has no upheld complaints nor undertaken any higher risk investments.