Are you a Financial Advisor based along the South Coast / South Downs looking to retire or exit from the Financial Services industry?
The Acquiring Company
Over 20 years anniversary of establishment, this firm of Independent Financial Advisors is a friendly yet highly professional team. The team consist of 10 IFAs and 11 support staff. The company pride themselves on the fact that they are built almost solely on personal recommendations and professional introductions. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure. The directly authorised business with open architecture is well placed to continue growing by the acquisition of retiring IFA client banks across their patch along the South Coast and South Downs.
Available Acquisition Options
'Sell and Go'
This option would suit Financial Advisors who are ready to exit whilst being available in an 'Ambassadorial' capacity to achieve a smooth handover of clients as well as being on hand during the buyout period, if necessary, to enhance client retention.
'Sell and Stay' post sale up to 2 years
Financial Advisors who are not ready to stop advising immediately and want to be fully involved with the transition would suit this option. Thus, those that want a capital event now, but happy to stay on as an authorised Adviser under the new Acquirer post sale to embed the transition through ongoing servicing and subsequently introduce your clients to the new adviser who will assume responsibility for future relationship.
This is ideal for Financial Advisors based in the South Coast area
IFA Client Bank Criteria
South Coast and South Downs - Post Codes: PO, SO, BH, SP, GU, RG & SL