Business Sales


Wales Based Independent Financial Advisors

By order of the Directors

Location: Wales, UK

Offers Invited: by 12.00 noon on Fri 23rd Jul 2021


We are instructed by order of the Directors of the above, to offer for sale by private negotiation the business and assets of the above Independent Financial Advisors.


Services Provided

  • Defined benefit pension transfer approximately 95% of income generated
  • Retirement planning and wealth management
  • Circa 200 Client base


  • Turnover 2020 circa £468,000
  • Turnover 1st August 2020 to 31 January 2021 circa £200,000
  • Estimated turnover 2021 £360,000


  • No website, office premises or furniture

A quick sale of the business and assets is being sought and prospective purchasers requiring further information are requested in the first instance to register their interest with the LSH contact below, as soon as possible. Deadline for offers is set at Fri 23rd Jul 2021 at 12.00 noon.  Further information will be provided on receipt of a signed NDA


If you would like more information about this company and to register your interest please complete and sign the attached non-disclosure agreement and return it to and

This briefing sheet contains information supplied by company personnel. LSH provides no warranties or indemnities in respect of such information. All interested parties must rely on their own investigations when reviewing this opportunity.

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