Description
BUSINESS FOR SALE
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
Contact:
Clare Lloyd: clare.lloyd@smithandwilliamson.com
Zoe Percy: zoe.percy@smithandwilliamson.com
