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Client Acquisitions
We work with financial planning practices to search either to buy or to sell a client base. We can help organise a smooth transfer of business, with very competitive fees and excellent purchase prices. If you are a seller, we have a number of clients cash up and actively looking for quality book of clients. Some clients will look at mortgage and accounting books.
If you are a buyer, register with and we will contact you to discuss any suitable clients base that would suit our practice profile.
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