Are you a Financial Adviser or firm looking to retire or exit from the Financial Services industry and leave your clients with a specialist Independent Wealth Management, Pension Advisory and leading Employee Benefits Consultancy firm?
The Company – This Independent Financial Advisory firm has been specialising in providing pension advice for over 30 years. The Group now offers a wide and diversified range of advice and products ranging from Actuarial and Pension Administration services to Online Benefits and Independent Financial Advice. They have developed an excellent reputation for their pension consultations for businesses and their staff on all areas of pensions. In addition, they have developed a strong independent financial planning offering to their clients.
Option 1 – Immediate Buy-out
This is ideal if:
- You are considering retirement / semi-retirement now
- You want a fair price for your client bank
- You would like your clients to receive an ongoing service from a local IFA, with specialist pension advisory knowledge
- You only want to deal with a financially sound and highly reputable Independent Financial Advisory firm.
Option 2 – Deferred purchase
This is ideal if:
- You are seeking to retire in the short – medium term future
- 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
- Ability to work from home and visit the office minimum once a week or be based from their office in Croydon full time
- Paraplanning and administration will be provided, enabling you to spend more time in advice / sales activity
- Experience of working with corporate firms, business owners/directors and their employees for full financial planning advice
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.