Hybrid Business Sales

As a Financial Adviser you are unique. It is highly unlikely there is a perfect buyer for all your clients. Sadly, traditional IFA Brokers have been lazy in their approach and hope to achieve just that.

Our Hybrid approach can help to ensure the right clients get the right home and therefore the best support going forwards. An added bonus of the Hybrid strategy is that it often maximises the value of your business as the buyers are getting the specific clients and business that they want and are therefore prepared to pay the appropriate remuneration.

Traditional IFA Sales

If you just want to deal with one buyer and you’re not concerned about maximising return then we can put your business or client book out to market and broker the sale to ensure you get the best deal you can. But we want to make sure you fully understand the options that may be available to you before making that decision.

Growing your business – Books & Regulated Companies for Sale

We speak to dozens of Financial Advisers every week and we are always looking for more Financial Advisers who are looking to grow their business through acquisition.

Whether you are looking for Pension, Investment, ISA, Insurance or Mortgage clients we have people who are looking to sell. Often businesses are not of interest to the larger acquiring firms as they may be too small or not meet certain criteria. Also, their motivation in selecting the appropriate home for their trusted clients is centred less on income multiples and more strongly around seeing their clients looked after and therefore for the right buyers there are good deals to be done

Distressed Financial Advisers

With rising complaints from claims management companies in the Financial Adviser sector we come across a lot of advisers who are facing potential bumps in the road from previous advice they have given which is now considered unsuitable.
We see a lot of advisers facing complaints for Pension Transfer Advice (Defined Benefit in particular) and unsuitable investment advice.
The regulator seems to be taking a guilty until proven innocent approach with most advisers ordering a freeze on assets wherever they can.

We understand the complexities of these situations and can offer confidential and impartial guidance to help guide you towards achieving your goals whether that be protecting your business assets or your status as an adviser.
When it comes to this area of consultancy there is one thing that has become very clear.

The sooner you act the more chance you have of protecting your legacy. Too many good advisers have seen their businesses devalued by clients with selective memory loss.

If the regulator sees potential claims in your Gabriel Report, it’s a safe bet that they are taking action already to secure the assets of the business you may have spent a lifetime building.

We offer a confidential service under strict NDAs and work with Financial Advisers Nationwide who will provide testimonials praising our pragmatic approach.

Insolvency Advice

Often whether because of rising complaints or just circumstances in doing business we find that advisers have increasing liabilities which may affect their ability to trade and service their clients.

We have former advisers who specialise in insolvency who can help you to understand all the options and potential outcomes. Once you know what it is you want to do we can then (if necessary) introduce you to Insolvency Professionals with a good understanding of the sector and it’s challenges to give you the best chance of getting a realistic outcome you and your clients.

Career Protection Advice

It may be that as an Adviser it’s time to move on. Finding a suitable home as an adviser can be difficult as many advisers are now restricted.

We have advisers who are actively looking to grow their adviser teams and often offer client bases to manage from day one.

General Financial Adviser Consultancy

Whatever problem you are trying to solve or opportunity you are trying to create we want to hear from you.

Let us be your sounding board and with our combined contacts if there is a way to achieve what you want we are confident we can get you on the right path to doing so.