Financial Advisory Firm For Sale In Norfolk

BASED IN NORFOLK. £207,000 YE25 TURNOVER. The company is an established financial advisory firm, providing investment, pension, mortgage, and protection advice to a predominantly private client base. 95% of clients are on annual review agreements, generating recurring monthly fee income. Established portfolio of circa 170 households. Over 50% of clients have maintained relationships with the business for more than a decade. Our client is offering the business for sale to facilitate retirement plans. In operation for over two decades. Robust client base with strong levels of loyalty and word-of-mouth referrals. Operates from a leasehold property at a rate of £5,100 per annum. Offers invited.