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16897

North East firm seeking sell and stay option

The owner of this directly authorised IFA business in the North East is considering slowing down and feels now is the right time to start his exit strategy. He would prefer a ‘sell and stay’ option, because whilst he is looking to wind down, he is not quite ready to stop advising completely. He envisions another 1 to 2 years of advising

Recent Posts

  • If you are a financial adviser seeking a smooth, high quality succession plan, this opportunity offers a structured and client focused transition designed to protect your legacy and provide long term stability.
  • Business Asset Disposal Relief (BADR) 2026: What Business Owners Need to Know
  • A financial adviser seeking an opportunity that supports international flexibility while maintaining UK regulatory oversight will find this proposition particularly attractive.
  • IFA Exit Strategy: Funding Care While Maximising Value
  • If you are a financial adviser considering your succession options, this opportunity offers a highly personal and relationship focused environment where your clients will receive attentive, face to face support throughout their transition.
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Contact Us

IFA Acquisitions Ltd
Unit 6 Fourbrooks Business Park
Stanier Road
Calne
Wiltshire
SN11 9PP

Tel : 0208 0044 162
Email : [email protected]

IFA Acquisitions

IFA Acquisitions Ltd is a wholly owned subsidiary of Premier Jobs UK Ltd

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