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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 A1082 |
Based | Nottingham |
Price | ££40K |
Turnover | £15K |
Funds Under Management | ££2.3 Milli |
Reviewed Clients | 20 |
Other Clients | 0 |
Book of Business - Based in Nottingham. Retirement beckons, and the Seller will do everything to help the new Buyer of the Loyal Clients. Business established 3 years ago, but clients have been with them for several years.. 12 Households. 20 Clients aged between 50 - 70 £13,31K recurring income £2.3 Million in FUM. There could be a Golden Nugget in this! Price £40K