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.
Read MoreCapitalise on our experience
Our industry experts have over 37 years experience within the financial services market.
Read MoreSeller Details
| Reference | Seller A1019 |
| Based | Bedford |
| Price | ££140K |
| Turnover | ££72K |
| Funds Under Management | ££11 Millio |
| Reviewed Clients | 44 |
| Other Clients | 0 |
This Chartered Financial Planner has been established for many years. Looking to retire he only works 2 days per week. This Highly Profitable Company is totally fee based, and has been for many years. The 40 Exceptional and Valuable Clients, are very happy to pay fees, knowing that the advice is unconnected to any target. This Niche Practice would be a very profitable bolt on for any Financial Planner who cared about his valuable clients.