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Business Opportunity For Sale

Sale Type: Business Sale
Business Sale
The opportunity to acquire, usually by way of a negotiated contract, the entire or a substantial proportion of the business and assets of an entity, this may include or comprise intellectual property. Sales are subject to specific terms and conditions.
Currency: GBP

Business For Sale

Contact: Clare Lloyd
Tel:01442 832234
Alternative Contact Zoe Percy

Sale Details


UK based entity involved in wealth management, providing indepedent financial advice and administering client portfoilios.


*     Assets under advice/administration of c.£70m investments

*     Approximately 1,600 IFA clients

*     Manages SIPPS and SSASs

*     Services approximately 3,500 SIPP and SSAS members

*     Turnover 2017 - £3.2m

*     Operates from 2 UK offices with circa 35 Employees


Further information provided subject to Non-Disclosure Agreement



Clare Lloyd:

Zoe Percy:   

Schedule and notice to purchasers

The Provision of further information will be subject to a completed Non Disclosure Agreement.


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