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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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Our industry experts have over 37 years experience within the financial services market.
Read MoreSeller Details
Reference | Seller A1073 |
Based | Worcester |
Price | ££122K |
Turnover | £43K |
Funds Under Management | ££10 Millio |
Reviewed Clients | 25 |
Other Clients | 0 |
D/A Retirement Sale. Established for 24 years. This Investment Only Business is looking for that special person to look after 25 Loyal and trusted clients. Average Investment £100K per client all on 1/2% Life and pension permissions included. All client within same geographic area FUM £10 Million . Recurring Income £35K