News2023-03-31T10:14:23+01:00

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Looking to sell some, or all of your client book?

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 [...]

By |13 January 2023|Categories: News|Comments Off on Looking to sell some, or all of your client book?

No Deal is Perfect…

When I sold my client book I had been looking around for a suitable buyer for over a year and was completely confused and frustrated. I had come close to selling up on numerous occasions however there was always some clause or restriction which would be playing on my [...]

By |9 January 2023|Categories: News|Comments Off on No Deal is Perfect…