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Wealth Management Firm

West Midlands, UK

Web Reference: 658563

Web Reference: 658563

Turnover: £680,000

Asking Price: Offers Invited

Turnover: £680,000

Asking Price: Offers Invited


Business Overview

Business Overview

This is a fantastic opportunity to acquire a wealth management firm, established in 1988 servicing a client portfolio of 350 active cases and overseeing c£143m FUM, with a contemporary style but traditional in quality of service and care.


Date Updated: 25/03/2022
Sector: Professional and Financial
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Property Type: Leasehold
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