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||££125 Milli|
Established over 30 years, this Chartered, Desirable and Profitable, Well Constructed and based in one of the Wealthiest Towns in the UK. It had Efficient and Loyal Staff, inclusive of 3 Advisers, 1 Mortgage, 4 Back Office 1 Para Planner. It has 500 Plus Professional Clients aged 45 - 70, with average Investment Portfolio's of approx £500K - generated by mainly Legal and professional Introducers - in addition there is a dormant Client Bank of 1000 plus. The Seller will stay on for a 6 month plus Consultation Period if required. Only Ethical and Honorable Buyers will be considered. Please contact as as there are many Other Reasons this Company is worth at least the asking price.