JL, (North West)

Having been used to working in a corporate world, before becoming a self-employed IFA 2 years ago, I was pleased that you were able to introduce me to a company that would enable me to create a capital event, by selling my client bank to them and employing me as an employed Chartered Wealth Management Adviser. I will be investing the sal

AF, (Yorkshire)

Thank you for putting me in touch with individuals that have gone through the acquisition process who gave me an honest view on their experiences and basically gave me reassurance.


CA, (North West)

Following your excellent attentive service, I have not wanted to speak with other brokers or Acquirers direct. You have found me the right buyer who will look after the clients properly which I am confident will protect my interests through the sale and beyond. Most of my clients have been with me for over 20 years and I want to do the b

NT, (East Anglia)

Thank you for your help with the sale of my business. This has proved a great opportunity to get a better quality of financial advice for all my clients. I firmly believe that the days of the small IFA are numbered; we simply do not have the resources available to provide the depth and breadth of advice that organisations like this can.

SK, (North West)

Many thanks for all your help with the sale of my client bank, many of my clients have large asset holdings and have become personal friends over the last 34 years. I have every confidence in Steve’s abilities as a highly professional Chartered Adviser, who has been well received by my clients and he is now looking after my large pension