Specialist Insurance Consultants In Scottish Borders For Sale

Business description

Our clients business was incorporated in 1974 by the current owner, and subsequently registered as a limited company in 2002. The current owners are both highly experienced within the finance and insurance industries, are they are both qualified accountants. With this experience, they have successfully created a large and loyal customer database over the years, and now don’t require marketing as the majority of their business is through repeat business, referrals, recommendations and relationships with other IFA’s and accountant practices.
They offer general insurance advice to private & corporate clients, ranging from Pensions to Life Insurance. They work closely with IFA’s & FPC’s and have solid business relationships with legal practices across Scotland.
They have also established a portfolio role with specific clients which they amend, add and remove clients as and when services are required.

With a name in the market that is synonymous with professionalism, credibility and confidentiality, our clients have created this through continuous hard work, effort and utilising their expertise.
The business is fully regulated by the Financial Services Authority.

Property information

Property:

Leasehold