This retiring IFA is seeking a local IFA firm to takeover the servicing of their client bank, following a decision to step away from financial planning and concentrate on mortgage advice. The IFA would be happy to cancel their financial planning permissions and agree an introducer arrangement to provide reassurance to an acquirer.
In order to assist with a successful transition of clients, the IFA would be happy to remain available during the handover period.
Due to the Financial Advisor slowing down over recent years, it is likely there will be untapped potential within these clients for new business. Plus, potential new business from ongoing referrals.