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 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