Are you receiving annual recurring income in excess of £100,000 and looking for a a long-term payout option with enhanced value? Then, we could have the right option for you!
Your clients will be incorporated into one of the UK’s largest Independent Financial Planning firms that holds their Chartered status. Importantly, they will be committed that client charges will not increase and the level of choice that your clients enjoy, will not be reduced.

You will be able to integrate into their operation platform, work with a chosen successor, and fully retire, all within 2 years – with the peace of mind the future of your clients are safe from continuity of high-quality, independent advice.

You will have a flexible 15-year income plan with cash-out options at each 5-year interval. All ongoing payments can benefit from Entrepreneur’s Relief, meaning this model is also highly tax-efficient for you.

Your income plan will benefit from any increases in stock market indices driving up recurring income and a share of any new business for the entire 15 years!