- 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
Instructed by the Directors
Interest is invited in acquiring the assets of a wealth and financial management and advisory business.
Further information, behind a Non-Disclosure Agreement, offered on an accelerated sale basis. Further information provided on request via the agents office. Interested parties must be registered with the FCA. Formal interest and offers to be received by 5pm, Friday 10th November 2023.
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