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 A1059
Based Scotland
Price ££2.2 Million
Turnover £1 Million
Funds Under Management ££100 Milli
Reviewed Clients 800
Other Clients 0

This D/A Business based in busy City in Scotland. Established 1990's The Business is made up of 60%Pension 38% Investment 2% Mortgage. There are 800 active clients all living within the area. Their age range is 27 - 70. Average investment £300K per household. FUM is £100 Million.. Qualified staff also go with this business.