Business for Sale Overview:
Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering an individual a professional service is essential in today’s tough economic conditions and this business, established in 1984, strongly believe that they can offer the right services for their clients by offering a wide range of different, yet effective solutions in all aspects of financial services, but primarily in the mortgage and re-mortgage sector.
This company believes that websites can’t advise people on their financial futures, nor should they. When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate the personal and highly individual needs of each and every client. No matter how much money clients earn, or what they aim to achieve with it, sound financial planning can make it happen sooner by helping to maximize, protect and manage their money throughout their life.
The company firmly believes that achieving financial security doesn’t just happen and so they offer the advice and service that will make it happen. They help clients take control and create a plan built around sound financial advice from a professional.
For more information regarding this listing please contact us by completing the "Contact the Seller" form below. We look forward to hearing from you.
Property Features and Assets:
Office space and costs are currently shared with a small local chain of estate agents and is available on a continuing basis, if required. Alternatively it is easy to re-locate this business to new premises or to absorb the operation into an existing one with minimal effort.
Market Competition and Expansion:
The business has not used advertising in the past. The best form of advertising for this business has always been "Recommendation". A large percentage of new clients derive from referrals and the business regards existing clients as their best advertisers. It has maintained an excellent reputation since inception and there is immense opportunity to implement further and more assertive methods of advertising to expose the business to even greater markets, with a high proportion of the business’s revenue being due to strong word of mouth recommendation, bearing testimony to the excellent reputation it has throughout the industry. The business for sale currently has no website and there is little doubt that a professionally designed website would offer excellent potential to increase turnover in the future.
Reason for Selling:
pursue other business opportunities he has.
Additional Details:
- The property is leased.
- The owner is willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.
- This is not a distressed business or bankruptcy situation.
Contact the Seller:
To contact the seller of this business for sale, please complete and submit the following email form. The seller or broker will be in touch with you typically within 1-3 business days. Fields with an asterisk (*) are required.