Experienced Acquirer’s of IFA Businesses, Scotland, up to £500,000 budget
Buyer Ref : 214
BUDGET: £500,000
FIRM TURNOVER: £600,000
LOCATION: Edinburgh / Fife / Falkirk
STAFF: 2 IFAs, 5 Support Staff
My client, a team of Consultants working towards Chartered status, has been established for more then 20 years and are serious about growing their business by way of acquisition during 2010. This firm predominantly deals with Mid – High Net Worth clients on Pension, Protection and Investment products (both Corporate and Personal). During a tough year the average Adviser still managed to produce £300,000 of business, which has been put down to the client service proposition in place, which is set out and agreed on the first meeting. To arrange an appointment with this organisation and find out more call us now.
BUDGET: £500,000
FIRM TURNOVER: £600,000
LOCATION: Edinburgh / Fife / Falkirk
STAFF: 2 IFAs, 5 Support Staff
My client, a team of Consultants working towards Chartered status, has been established for more then 20 years and are serious about growing their business by way of acquisition during 2010. This firm predominantly deals with Mid – High Net Worth clients on Pension, Protection and Investment products (both Corporate and Personal). During a tough year the average Adviser still managed to produce £300,000 of business, which has been put down to the client service proposition in place, which is set out and agreed on the first meeting. To arrange an appointment with this organisation and find out more call us now.