‘Highly Experienced and
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‘The place to Realise your
merger or Exit plans’
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Directly Authorised IFA Firm - £250,000 in budget

Buyer Ref : 633
Directly Authorised IFA Firm - £250,000 in budget

BUDGET: £250,000
LOCATION: Central Belt Scotland
TURNOVER: £500,000
STAFF: 4 IFAs, 3 Back Office

This directly authorised IFA firm who should be chartered by the end of 2011 have funds in place to acquire IFA firms / client banks in Scotland (ideally Central Belt). The firm had a turnover last year of £500,000, with £25 million in funds under management and trail income of £125,000. The business have been developed over the years largely via referrals, recommendations as well as professional connections within the local area. You can have peace of mind for the future that your clients will be well looked after with first class service agreements in place, each client benefits from a annual review, minimum. To find out more about this professional firm call now.

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TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor

Directly Authorised IFA Firm - £250,000 in budget

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’ Robert Graham - ScotlandRetired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’ Bill Kelleher - WalesRetired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’ Paul Gibbins - Nottinghamshire Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’ Bill Lake - SuffolkRetired IFA Proprietor