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 A1088
Based Cornwall
Price ££262.5K
Turnover ££80K
Funds Under Management ££9 Million
Reviewed Clients 68
Other Clients 0

Directly Authorised. 68 Loyal Clients - mostly Doctors & Chiropractors. Mostly Pension. Average Investment £50K £9 Million in FUM. This Seller looking retirement in the eye, but would stay on if wanted. Looking at Options. Price £262.5K