Would you like to alleviate pressure by capitalising on a partial sale of your ‘B and/or C’ tier clients

Our client proposition is specially designed to provide financial planning advice to the ‘middle market’ of UK retail clients; as such, they are very much interested in acquiring your ‘B and/or C’ clients who typically hold between £15,000 – £250,000 of investable assets.

Therefore, whether you are looking to segment your clients; have a surplus that you cannot provide effective servicing to or you wish to take steps towards semi-retirement – then a partial sale could be ideal for you

By exploring this opportunity, not only will you receive a capital event for the sale of your lower net worth clients; it will provide you with the opportunity to invest more time in your HNW connections!

Our client would be able to acquire the selected part of your client bank and allocate dedicated Financial Advisers to take over their servicing, whilst you continue to advise your selected clients from your own existing company

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