Mortgage and pension brokerage company - French-speaking Switzerland

This company specialises in mortgage brokerage and private pension intermediation, supporting individuals and households with their property financing projects for over a decade. Authorised by the relevant authority, it benefits from a solid reputation and recognised expertise in its field. The business model is based on a free service for end clients, with remuneration coming from commissions paid by banking partners and insurance companies. This approach enables personalised home-based support, seeking the best financing conditions and pension solutions most suited to each client's needs. The company has a strategic position in French-speaking Switzerland, with an established portfolio of relationships with financial institutions and insurers. Its activity covers both mortgage financing advice and intermediation in pension solutions, particularly pillars 3A and 3B, thus offering a complete range of complementary services. This opportunity is aimed at a buyer ideally with experience in the financial or insurance sector, capable of maintaining and developing relationships with existing partners. The growth potential remains significant, particularly through expanding the geographical area or developing new client acquisition channels. If you are looking for an established business in a buoyant sector, with a proven business model and interesting development prospects, this opportunity deserves your attention.