• ‘Highly Experienced and
     Professional team’
  • ‘The place to Realise your
     merger or Exit plans’
  • ‘What’s your IFA
    Business worth?

IFA Client Bank Merger (With IFA principle)

We are seeing this option also used for the sole trader IFA looking to progress his career within an environment better suited to the economic climate and RDR, TCF etc…

We can advise you on your options including how to “ring fence” your clients or how to structure the sale of your clients to your new employer or business partners.

Adviser Marketing Academy - discover how to attract high net worth clients