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IFA Retirement Options

We are specialists in IFA Business sales, mergers and constructing an exit strategy from the profession for the IFA who has decided to leave the industry, retire or merge his business.

There are a number of different options available to the retiring IFA all having their own individual potential positives.

There are a number of questions you should ask yourself in order to clarify in your own mind which of the potential exit strategies are more appropriate for you to consider.

IFA Immediate Sale

IFA Phased Sale

IFA Merger

IFA Succession Planning

IFA Client Bank Merger (with IFA Principle)

For a free, no obligation legal quotation in selling your business please click here

If you are not looking to sell or merge your IFA business then :

Please click here to Buy an IFA Business

Please click here for IFA Recruitment and Headhunting services

Please click here to browse IFA Jobs

NEVER MISS TOP BUYERS OR SELLERS

Why not keep up to date with all the top sellers by clicking on the Facebook, Twitter or Linkedin buttons below.

Alternatively view all the latest top buyers by clicking on the Facebook, Twitter or Linkedin buttons below.

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor

IFA Retirement Options

IFA Immediate Sale

IFA Phased Sale

IFA Merger

IFA Succession Planning

IFA Client Bank Merger (with IFA Principle)

For a free, no obligation legal quotation in selling your business please click here

NEVER MISS TOP BUYERS OR SELLERS

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor

Free Online Valuation of your IFA Business

Search IFAS For Sale

Browse IFA Buyers

IFA Retirement Options

NEVER MISS TOP BUYERS OR SELLERS

TESTIMONY

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’ Robert Graham - ScotlandRetired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’ Bill Kelleher - WalesRetired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’ Paul Gibbins - Nottinghamshire Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’ Bill Lake - SuffolkRetired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’ Bill King - CheshireRetired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’ Mark Watts - MiddlesexRetired IFA Proprietor

‘A friendly and attentive service, Steve helped me define exactly what I wanted and had a good grasp of all of the available options on the market...’
Robert Graham - Scotland
Retired IFA Proprietor

‘A professional service, giving me a good choice of firms and comparisons enabling me to make the right choice selling to a family firm, a decision both I and my clients have been very happy with...’
Bill Kelleher - Wales
Retired IFA Proprietor

‘Thanks for your assistance with the sale of my business. It’s taken less than 19 weeks from when I first contacted you to complete the sale...’
Paul Gibbins - Nottinghamshire
Retired IFA Proprietor

‘We have now sold our business, and have been able to move on quickly and efficiently. Many thanks...’
Bill Lake - Suffolk
Retired IFA Proprietor

‘Great service, I have been very happy with the sale, the advice and the results of the sale...’
Bill King - Cheshire
Retired IFA Proprietor

‘Michael and I greatly valued your experience and professionalism in arranging the deal struck and would unhesitatingly recommend your services to other IFA practitioners seeking to move to the broad, sunlit pastures of retirement...’
Mark Watts - Middlesex
Retired IFA Proprietor