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
Something Very Different! Excellent opportunity to acquire a Low Maintenance easy to run Auto Enrollment Business. The Business takes care of around 70 Corporate Clients, from Small Consultancies to Professional Pharmaceutical, Legal and International Exporters. The Business looks after the needs of around 600 Individual Employees, including the Owners, Directors and Senior Managers and all Other Employees at all levels of earnings. Income is extremely stable and sticky with scope to increase, and no extra selling is necessary for this to continue. No liability for the New Owner as no advice has been given. There has been no cross selling of Financial Products, ans each of the Employees will have heard of the Branding of the Company, so the name will be warm to them - opportunity exists to cross promote products/services to Owners and Employees alike. Introducer's also continue to Introduce new Business with most coming on as Auto Enrollment gets to smaller Company's. This is a Great Opportunity to acquire a complementary addition to an IFA or Accountancy practice, especially under new Client Approach Rules that are coming in to play.