Monthly Archives: March 2018


Exit strategy for Yorkshire IFA Business Owners

Are you an owner / principal of an IFA firm looking to utilise an exit strategy with a small Yorkshire based business with highly respected management individuals? The Company – This owner-managed independent financial advice firm based in Harrogate is led by a prominent figure within the pensions industry. In addition, their Chairman is a highly

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Become a Partner firm within a growing IFA Group

Are you a Financial Adviser looking ahead and want to de-risk your exit strategy by becoming a Partner of a growing IFA group (whilst retaining control of your own business) and ability to exercise the full buy-out when you are ready? The Company – This independent financial advice group has grown significantly since its inception in

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