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21736

IFA firm for sale with uplift potential

This IFA business with a healthy average client holding of circa £300,000 has great potential, as the current Principal Financial Adviser is exceptionally busy writing new business. In addition, there is good uplift opportunity due to the average ongoing being 0.5%. The owner is happy to stay on and help for as long as required. Finding

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  • If you are a financial adviser considering your succession options, this opportunity offers a highly personal and relationship focused environment where your clients will receive attentive, face to face support throughout their transition.
  • A financial adviser seeking a smooth and well supported exit will find this opportunity reassuring, with a focus on continuity of advice and a respectful transition for clients.
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IFA Acquisitions Ltd
Unit 6 Fourbrooks Business Park
Stanier Road
Calne
Wiltshire
SN11 9PP

Tel : 0208 0044 162
Email : [email protected]

IFA Acquisitions

IFA Acquisitions Ltd is a wholly owned subsidiary of Premier Jobs UK Ltd

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