Business for sale

Business description

This Independently owned and family run Financial Advisory Business was established by its principle over fifteen years ago, having entered the market place with a wealth of commercial expertise in the financial services sector. The business has expanded and has shown consistent and profitable growth offering clients independent advice on Mortgages, Investments, ISAS, Life Assurance, Income protection, Pensions, Buildings & Contents Insurance, Accident sickness and Un-Employment cover.

Leads have been obtained by word of mouth recommendation and more recently from their website, while the excellent high street location of the business has accounted for many direct enquiries at the office from passing customers asking for advice and help.

The business now has circa 400 mortgage clients and circa 160 Investment clients handling circa £6.0 Million managed funds with considerable re-occuring annual income.

The business uses Tri- Gold software to manage its client bank plus a Senro system which provides up to date knowledge and price comparisons.

This would make an ideal “bolt-on” business for an established Estate Agency or for a company with a financial services arm to expand their business.