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
|Funds Under Management||££190 Milli|
Established in 1988, the Seller has put time and effort into getting systems in place so the 3 Advisers are free to see their clients. 400 Clients all based around Lancaster. Average Investment per client is £460K, and Average age is 63 This Business is 60% Pension and 30% Investments. 450 DB Transfers have been done with FCA Approval, and they are still Regulated to do these. Pi Insurance in place from 5.11. 2022.