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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 A1098 |
| Based | North East |
| Price | ££297.5K |
| Turnover | ££135K |
| Funds Under Management | ££20 Millio |
| Reviewed Clients | 75 |
| Other Clients | 0 |
D/A Business, established 35 years - Owner tells me looking for someone with the same Ethos to look after his Good and Appreciative Loyal Clients. Based in Teeside and London. 75 Loyal Clients aged 30 - 70 with average investment of £100K+ No DB Transfers ever done. 50% Pension 40% Investment Bankhall Compliance £135K on going income. £20 Million Plus in FUM. Price £297.5K