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 A1067 |
| Based | Newcastle |
| Price | ££287K |
| Turnover | ££137K |
| Funds Under Management | ££16.5 Mill |
| Reviewed Clients | 150 |
| Other Clients | 0 |
D/A Business based in Newcastle. Established 14 years. All Clients are in the Immediate Area.. Young Client bank, aged 22 - 60. 50% Pension, 40% Investment 10% Protection and Mortgage. Excellent Business, my Seller tells me that the clients are loyal, lovely people. who have got connected to their Finances. The Clients are all Serious about their Financial Planning, comfortable with the way it is done, and find it uncomplicated! Clients seen every 12 months, plus monthly newsletter. £16.5 Million in FUM. Recurring Income £82K