INDUSTRY

Financial

BUSINESS SUMMARY

Personal, Corporate and Financial Advisers Providing financial and mortgages services to business and private clients in Scotland Ref no:CG027 Confidentially offered for sale Location: North Lanarkshire Asking price £450,000 This popular and successful financial & mortgage services business was founded more than 12 years ago by the Vendor with a generous combination of innovative insight and entrepreneurial spirit and has grown since to become a significant enterprise with a strong regional reputation for the quality and variety of its financial & mortgage services and reliability. The business occupies easily accessible premises on a busy high street, adjacent to popular shops, banks and amenities. The business provides its services to a mix of clients, some of whom respond directly to the business’s website, advertising and others from individual client referrals and many referrals from corporate entities and other businesses in the region. The business offers customers a full range of financial services and mortgages; advisers have a combined total of 50 years experience in financial services and mortgages and provide advice on a fee or commission basis, or a combination of both

	BUSINESS FINANCIALS
Asking Price: £450,000
	GENERAL COMPANY INFORMATION
Organization Structure: Headquarters/Main Location: Home Based Time on lease/mortgage: N/A Is Business Relocatable? No
	MARKET OUTLOOK/COMPETITION
The business has used regular advertising in the past; there are excellent opportunities to widen this activity and to consolidate an already successful and attractive internet presence to market the business more aggressively and to significantly increase turnover. A high proportion of the business’s revenue has been due to its excellent reputation for quality and service and strong word of mouth recommendation.
	DETAILS ABOUT THE SALE
Support & Training The current owner will provide all necessary training and all relevant contacts to allow continuity of trading. Reason for Selling The business is for sale as a result of the Vendor’s belief that since the business is very well poised for growth, the time is right to enjoy a well earned retirement Is Management Willing to Stay? No Are You An Intermediary? No