News Room

IFA Services

Posted by Stripes on March 17, 2010 (Acquirers seeking to buy, Deal Lab)

IFA Services
Opportunity
A well funded, authorised national Independent Financial Advisory business providing a full range of financial planning, wealth management, corporate pension, employee benefits and mortgage advisory services seeks businesses, network members or client banks that provide similar and have assets under advice.
Interested parties should have good quality advisers who embrace the recurring revenue model, provide excellent customer service and have strong management structure.
This opportunity would be of interest to those who are planning to exit the industry or looking to continue to work with the support of a larger organisation.
Ref: MD10481

Opportunity: A well funded, authorised national Independent Financial Advisory business providing a full range of financial planning, wealth management, corporate pension, employee benefits and mortgage advisory services seeks businesses, network members or client banks that provide similar and have assets under advice.

Interested parties should have good quality advisers who embrace the recurring revenue model, provide excellent customer service and have strong management structure.

This opportunity would be of interest to those who are planning to exit the industry or looking to continue to work with the support of a larger organisation.

Ref: MD10481

Email this news Email this news

Leave a comment

*