Sold

Financial Planning
(location not disclosed)

• Ref: 71786
• Price: (POA)
• Turnover: (not disclosed)

A tremendous opportunity to acquire an equity stake in a rapidly expanding independent financial planning firm providing comprehensive planning advice to a select group of high net-worth individuals and business owners. The business has ample scope for growth on the back of referrals from an associated Chartered Accountancy firm and its clients.

The firm is seeking an experienced practitioner to lead the team and develop the client base. Based in new and very professional office environment, you will be working directly with one other partner and the senior management team to develop and grow the business.