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Financial Services Provider - South East

Company Type Turnover Location Entered Ref No.
Financial Services Provider £2,400,000 South East 10/08/2007 604108


Description
Provides financial advisory services, including investment advice, retirement and inheritance tax planning, commercial finance, mortgage broking and protection. Part of a UK wide network of over 2,500 financial advisers. 40 employees including 22 advisers and in-house compliance and telesales staff. Strong track record of profitability. Established reputation built up over 23 years. Broad and diverse client base of c.14,000. Strong growth prospects in identified areas. Sound base of recurring income. Retirement sale of majority owners. NP £611k.


Category
 In the professional and financial section you will find accountancy and solicitors¹ practices, consultancy firms and more.

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Business Type
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