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