Are you a Financial Adviser considering retirement in circa 3 years’ time and want to be part of an established firm within the home counties?

The Company – This established financial advisory firm and mortgage brokerage has been assisting clients for over 30 years! Their head office is in Harlow, Essex and have Advisers throughout London and the South East. The business is led by two highly experienced Directors who ensure quality client service is provided from everyone within their team.

Option – Deferred purchase

This is ideal if:

  • You are seeking to retire in the short – medium term future (circa next 3 years)
  • You would benefit from being able to continue working, but without the regulatory challenges included when running your own business
  • You would welcome help with RDR, administration, paraplanning and being part of an experienced team of fellow professionals
  • Add value to your business whilst you plan your exit strategy and obtaining a commitment to a buy-out formula.

Value:             Negotiable – Generally 3x trail / ongoing fee income

Benefits

  • They have the capability to consider individuals anywhere within London and the South East
  • Opportunity to benefit from existing infrastructure in place, to allow you to spend your final years before retirement, doing what you do best / love most – advising clients!
  • Team of experienced Mortgage Advisers to refer business to, if desired
  • Ability to undertake a handover process of your clients to the new Adviser to ensure seamless transition of service

Locations:       London and the South East

Contact us:     Call us now on 0208 0044 162 to further discuss this opportunity, or email us at [email protected] with your interest and details to receive a call from one of our Senior team.

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

 

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