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
|Funds Under Management||££30 Millio|
D/A Practice based on the Essex /Suffolk Borders, established since 2002. The owner looking to retire. Where The Clients, and their needs have always come first. 20 Households - 220 People Very Loyal Clients, Average age 66. 58% Investment 61% Pension Average investment per Client £100K FUM - £30 Million £200K recurring Income Price £700K.