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Are you thinking of selling your IFA practice?

 

The Retail Distribution Review (RDR) will radically change the way in which existing IFAs will have to operate post 2012.

 

We believe we have a robust business model which will be ideally placed to take advantages of the opportunities pre and post RDR; we already embrace the "New Model Adviser" ethos with the bulk of our loyal clients on various levels of recurring income streams.

 

We may have a solution for small IFA practices in Norfolk and Suffolk:-

  • You don't want to stay in the industry post 2012 as you don't want to study to Diploma level

  • You have an established client bank but haven't the time, expertise or desire to segment and actively market to them

  • You want your key clients to receive a superb, honest and trustworthy service after you have retired; after all, some of these clients are also friends

  • You cannot get a cash sale for your business as you have little on recurring income and 2 years is too short a period to change your business model

If some or all of these apply we may be able to work together to our mutual benefit, increasing our ultimate client base and generating ongoing income and increased worth for yourself.

 

All enquiries are dealt with in the strictest confidence and after all, a coffee and a chat never did anyone any harm!

 

Please e-mail in the first instance to ifapractice@asset-im.co.uk with brief details of your practice and we will get in touch.

 

 

 

 

 

 

     
 

selling an IFA practice, buying an IFA practice. IFA practice buyout. Selling a client bank. IFA succession planning, exit strategy


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Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, NR8 6AN
Telephone 01603 869988 e-mail enquiries@asset-im.co.uk
Independent Financial Advisers

Authorised and Regulated by the Financial Services Authority No 462797.
FSA Register www.fsa.gov.uk/register
 
Tax advice is not regulated by the Financial Services Authority.
Registered in England and Wales
company registration number 5880144.

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