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Business For Sale - Details


Independent Financial Advisors

 

BUSINESS OVERVIEW

  • Business and personal financial planning
  • Covering lifestyle, saving, pensions, retirement, protection, tax etc
  • Turnover 2018 - £533k (circa 50% produced by self employed advisor)
  • Funds under management circa £60m
  • Leasehold premises
  • No tangible assets owned
  • Location South West

 

TIMETABLE FOR PROCESS

  • An urgent sale is being sought and therefore interested parties should make contact without delay.  Best and final offers will be required by 12 noon on 26th July 2019
  • Further information will be provided on receipt of a signed NDA, link provided below

 

NON-DISCLOSURE AGREEMENT

If you would like more information about this company and to register your interest please complete and sign the attached Non-Disclosure Agreement and return it to chicks@lsh.co.uk.

 

IMPORTANT

This briefing sheet contains information supplied by company personnel. LSH provides no warranties or indemnities in respect of such information. All interested parties must rely on their own investigations when reviewing this opportunity.

 

590 (03.07.2019)

Simon Cornelius-Light

Director

CONTACT

01392 798045

07918 641338

scornelius-light@lsh.co.uk