Instructed by the Directors
Interest is invited in acquiring the assets of a wealth and financial management and advisory business.
- Established – 25 years
- Funds Under Management: c.£45m Clients: 440
- Management Services Annual Income: c.£228,000
- Mortgages, Equity Release and Protections Work Annual Income: c.£146,000
- Leasehold Premises: North of England
- Employees: 5
Further information, behind a Non-Disclosure Agreement, offered on an accelerated sale basis. Interested parties must be registered with the FCA. Formal interest to be registered by 5pm, Friday 17th November 2023.
