IFA Client Sale

Straight talking, plain speaking and no nonsense

Capitalise on our experience

Once you have registered, one of our industry professionals will contact you and talk through your needs in terms of location, business mix, staffing levels and budget.

We will send you an agreement which includes will confidentiality clauses to protect the retiring IFAs.

Introduction is then made to appropriate sellers.

We have excellent relations with different law firms who specialise in IFA mergers and acquisitions both for sellers and buyers. There are solicitors whose experience and charges are geared for transactions below half a million pounds, and those who only deal in larger transactions.

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