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||££15 Millio|
Middle Aged IFA based in Glasgow looking to sell his Book of Business, and to carry on working for the Buyer. 115 Very Loyal Clients, and has 100% retention rate. Clients ages 25 - 70. 50% Pension 50% Investment Clients serviced on a 6 monthly or yearly basis. £15 Million in FUM on Half %.