My team have put together an exciting proposition for Financial Advisers in the Pension & Investment industry, who are looking for a flexible way to potentially sell or offload some or all of their client book at industry leading rates with fees payable UP FRONT.
Who am I?
My name is Tony Ioannides and I am the Managing Director of Periscope Wealth and Sterling Wealth, both of whom are whole of market regulated Independent Financial Advisers.
- Create a significant cash event now
- Retire on a significant lump sum if selling full book
- Move toxic or insurance cost accounts
- Professional support through the whole process
- High quality service for your clients in the future
- Very competitive rates
- Sell part of your client base – for example smaller, less profitable clients with smaller funds
- No need to join a new firm
- No lengthy due diligence
- Have as little or as much involvement as you want
- Fast and efficient process
This does not require you to do any of the following
- Close down your business (although you can)
- Join another firm (although you can)
- Go through a lengthy due diligence process
- Contact all your clients and sell them a different product
This is simply an opportunity to potentially realise some cash today for the clients you no longer wish to service going forward, or those clients who are simply no longer a profitable part of your business.
There is no “one size fits all” solution, Periscope Wealth and the relationship you have with your clients is no doubt unique, it’s down to my team and I to get to know you individually, and as a firm, to identify what solution (if any) best suits the needs of you and your clients.