Having successfully transitioned the clients of a number of IFA practices we are highly experienced in the process of acquisition and mergers. As a result of this experience we realise the importance of each IFA’s specific requirements as well as that of their respective clients.
As a whole of market IFA you can rest assured that the ongoing servicing of your clients will be handled in the most professional and personal manner, as we appreciate how important it is to select the right company to look after your hard earned clients. We would be delighted to hear from IFAs who are considering retiring, beginning to move away from the financial advice industry as well as those finding that increasing regulatory and administrative responsibilities are becoming more time consuming, increasing overheads and making work less enjoyable and worthwhile.
We are flexible in our approach and will put together a bespoke package to suit you and your business, including the option of a large upfront payment with the balance of the deal being paid over a flexible term. If you still wish to have an ongoing income stream and retain some involvement with your clients and the company, this can be made possible by remaining as an adviser with us while receiving support from Sterling Trust Professional Ltd.
We operate a highly streamlined service with an impressive back office system implemented by a wealth of experienced and well qualified administrative staff.
Please feel free to contact Jeff Grantham on 01482 646800 for a confidential chat about the options available, or you can e-mail us at firstname.lastname@example.org