Financial Planning Services Limited Company For Sale

Business description

The Business Partnership is pleased to offer this well established limited business offering clients a full financial planning service including mortgages (including commercial) life insurance, investments, pension planning, loans etc. The business owns a website

The business has approx.1, 000 clients on their database and is operated by the vendor plus two mortgage advisors, (self employed) a self employed financial advisor and a directly employed office manager

The business operates throughout South Wales and into the West and south of England. (Two of the advisors are based in England) and is suitable for further expansion, possibly franchising.

The business can demonstrate a good profit margin
Premises:
The business is located in a semi-detached property of traditional build.
The workspace comprises of a ground floor office, with stairs leading up to the first floor with two further offices and a staff toilet. The offices are equipped with three computers, a telephone system, fax machine and the necessary office furniture.

There is a one bed self contained flat comprising on the ground floor of a bedroom, kitchen and bathroom. This flat is accessed from the side of the property. The flat is rented out on a short term lease at £100 per month

Property information

Property:

Freehold

Living accommodation:

One bed self contained flat comprising on the ground floor of a bedroom, kitchen and bathroom

Location:

The business is located in South Wales with good road links to the M4 motorway and the three Cities in South Wales

Other information

Support & training:

Handover training available

Reasons for selling:

Other business interests

Related documents:

• 
• Confidentiality Agreement