Professional IFA Firm, South Coast, up to £50,000 upfront payment
Buyer Ref : 218
BUDGET: £50,000 upfront payment
FIRM TURNOVER: £150,000
LOCATION: South Coast (Bournemouth / Dorchester)
STAFF: 2 IFAs
Professional IFA firm with offices in Bournemouth and London are looking to expand their business by way of acquisition. This organisation has grown its client bank to date by developing relationships with professional introducers in the medical sector as well as accountants and solicitors practices. Currently advising a range of clients across Pensions and Investments as well as Mortgages and Protections when required. Advisers within this firm are near diploma qualified and are working toward pushing the business forward ahead of RDR. This firm is keen to work alongside a retiring IFA on a phased basis to ensure a smooth handover of the clients, ensuring clients best interest at heart at all times.
BUDGET: £50,000 upfront payment
FIRM TURNOVER: £150,000
LOCATION: South Coast (Bournemouth / Dorchester)
STAFF: 2 IFAs
Professional IFA firm with offices in Bournemouth and London are looking to expand their business by way of acquisition. This organisation has grown its client bank to date by developing relationships with professional introducers in the medical sector as well as accountants and solicitors practices. Currently advising a range of clients across Pensions and Investments as well as Mortgages and Protections when required. Advisers within this firm are near diploma qualified and are working toward pushing the business forward ahead of RDR. This firm is keen to work alongside a retiring IFA on a phased basis to ensure a smooth handover of the clients, ensuring clients best interest at heart at all times.