About Us?
Established in 2010 and our industry experts have over 37 years experience within the financial services market. IFA Client Sale has successfully matched over 300 Buyers and Sellers including successful mergers.
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Our industry experts have over 37 years experience within the financial services market.
Read MoreSeller Details
| Reference | Seller A1054 |
| Based | Dorset |
| Price | ££1.5 Million |
| Turnover | ££600K |
| Funds Under Management | ££100 Milli |
| Reviewed Clients | 884 |
| Other Clients | 0 |
D/A Business, established 2004. Seller could exit or stay on. 7 Staff - 2 advisers, 2 para planners 1 Accounts 1 HR 1 general Admin. 884 Clients with Average Investment of £250K per client. age range 55 - 75£60 Million in FUM £40 Million in FUI