Chartered Adviser Searching for Client Banks Up To £50m AUM

Up front budget: £300,000

Current turn over circa: £300,000

Cash offer: 300000

Established since: 2023

Locations: Surrey

Locations: Kingston upon Thames

Additional Notes: This firm offers fully independent advice across the entire market. Ideal for acquirers who value flexibility and client-first service models.

With a strong presence in the Greater London area, this firm has earned the trust of clients through their proven service and capabilities, giving you peace of mind your own portfolio will be in good hands going forward.

For more information please call 01765 698 699 and quote the reference number 181330 ask for Edward Thorpe

REQUEST INFORMATION