Acquisition

We have obtained many clients through acquisition from retiring IFA’s over the years and we have paid up to 6 times trail income for such clients.

 

What we can offer:

 

  • A managed structured buy out with multiple accellerator to maximise the value of your client bank.

 

  • Ongoing introducer arrangement so that you contine to benefit from business written on your clients.

 

  • Full support over the transition period for you to maximise the value of your client bank.

 

  • Great service and support for your clients, after all, they got you to where you are and they should be well looked after when you have retired.

 

To find out more, please complete this short enquiry form in the first instance:

 

Type the code on the right into the box