Retiring IFAs

Client Book
Acquisitions

Retiring IFAs

Client Book
Acquisitions

We are a growing business

A key part of our growth strategy are acquisitions

Over the years we have acquired various books of clients from retiring IFAs looking to exit the profession without abandoning their clients. We can provide a safe pair of hands for these clients such that they will be properly serviced and looked after.  Financial terms for such acquisitions are agreed on a case by case basis.

If you are looking to exit the industry and are in search of a suitable succession partner with high standards of client care then please contact us. We are always pleased to discuss any opportunity to see if we may be a good fit for your ambitions and for your clients.

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