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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 A919 |
Based | South Yorkshire |
Price | £2 million |
Turnover | £800,000 |
Funds Under Management | £250million |
Reviewed Clients | 300 |
Other Clients | 0 |
This Directly Authorised HNW business specialising in SIPP SASS and Final Salary Schemes with 300 clients mostly business owners who all need more work on their portfolio. The owners are looking at either merging with like minded company or a direct exit.