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.Read More
|Funds Under Management||£55 Million|
This Practice of Holistic Financial Planners is Fully Authorised, and All Permissions Granted by LABUAN F.S.A. Established over 15 years, based in Malaysia and Vietnam, complete with Fully Qualified Staff in Both Locations. 338 Active Clients, with Average Investments of between £50K - £2 Million. These are mostly Ex Pats, aged between 3- & 60, often related to the Gas & Oil Industry but with a Broad Range of clientele on their books too.