Independent Financial
Advisers

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Project Sage – SOLD

Providing a full range of investment services and trading by way of two limited companies, one providing independent financial advice the other discretionary fund management.

• Well established business trading for approximately 14 years
• Offering independent financial advice, financial planning and both advised and discretionary investment solutions together with discretionary fund management.
• UK wide client base concentrated in London and the South of England.
• Significant recent investment in technology systems and tools
• Experienced portfolio managers and investment advisers complimented by a strong administrative support team
• Combined turnover for year ended 31 March 2021 c.£1.9m