What our past Sellers have said about our service
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 sale proceeds (c£500k) for the future education of my 2 young children.
JL, (North West)
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.
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 best for them – they have been loyal to me. In many ways, I have ‘farmed the client bank’ very lightly and they will probably be able to generate much more new business than I have – just because I reached the limit of what you can do working by yourself. I am looking forward to retiring, with the knowledge that this deal works well for me and for my clients.
CA, (North West)
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. I am now looking forward to putting my feet up and enjoying my retirement.
NT, (East Anglia)
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 fund and family trust. Thank you for your help throughout the process and getting involved with speaking with my Lawyer.
SK, (North West)
All the partners agree to accept the offer to acquire a (60%) share of our business now with proposed full buy-out in 2 – 3 years’ time. Thank you for being patient with us over the last couple of years and the professional service you have provided. Your visit to our office to meet all the partners to listen to our individual and combined needs and coming up with a plan that works for us all was appreciated. We feel very comfortable with this decision.
The acquisition has been very positive and all clients bar one did not transition, which confirms that we made the right choice. We are delighted with the terms of the deal (c£3m), that you helped us to achieve and our Accountant has confirmed that this qualifies for Entrepreneur Relief! We would highly recommend your services to others seeking an exit strategy