Explore our latest resources covering IFA Acquisition topics

As specialist IFA Acquisition Brokers it is our job to know the process of buying and selling IFA businesses inside out. We are dedicated to always be providing the greatest level of support and stay at the forefront of the financial planning profession. Our eBooks, which you can browse through below, cover a variety of topics.

Free to download

Our eBooks are free to download! We hope the information within our eBooks are beneficial to you, however if you require further advice and guidance we are always happy to help. You can contact us via 0208 0044 162 or [email protected]

Scroll down to see the wide variety of free guides we have available, and be sure to check back regularly for our future guides

How to not lose clients during an acquisition

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Are you considering your exit strategy?

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Introduction to IFA Acquisitions

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