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 More

Capitalise on our experience

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

Read More

Seller Details

Reference Seller A1058
Based Surrey
Price ££1.5 Million
Turnover ££500K
Funds Under Management ££75 Millio
Reviewed Clients 200
Other Clients 100

D/A business - Established in 2004. 2 Directors wishing to stay on for smooth handover of clients. 1 Para planner + 2 x Admin. Long established Profitable Business looking for new Leaders. Base in Surrey with 200 loyal clients living in the area. £75 Million in FUM. Price £1.5 Million.