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.
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Our industry experts have over 37 years experience within the financial services market.
Read MoreSeller Details
| Reference | Seller A1074 |
| Based | Preston |
| Price | ££157K |
| Turnover | £85K |
| Funds Under Management | ££7.5 Milli |
| Reviewed Clients | 85 |
| Other Clients | 0 |
Book of Business based in Lancashire. All Pension and Investment Retiring Adviser a General Practitioner, has 85 Loyal and Treasured Clients. These Mid Range Clients, are all Clients that have been generated over a 25 year period. £7.5 Million in FUM all on 0.5%, and All Reviewed Annually.