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.

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Capitalise on our experience

Our industry experts have over 37 years experience within the financial services market.

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Seller Details

Reference Seller A1052
Based Dorset
Price ££750K
Turnover ££450K
Funds Under Management ££45 Millio
Reviewed Clients 450
Other Clients 0

D/A Established 33 years - The Seller is looking Retirement in the eye. 450 Loyal Clients, some high Net Worth, all serviced at least annually, all within Bournemouth Area. This Long standing Business has been built upon honesty and trust, with clients between the ages of 45 - 70, who would never go out of the door with something The Seller would not of done for himself. Planning is also done for the second generation of clients. There are Staff available with this sale. FUM £45 Million on half% 50% Pension 20% Investment 30% Mortgage