This week I spoke to the 3 financial advisers facing the same challenge, namely Claims Management Companies (Ambulance Chasers) or clients with selective memory loss raising complaints in the hopes of compensation.

When the Ombudsman or the Regulators get involved it’s not uncommon for advisers to be asked to put a freeze on company assets which can create huge challenges and with PI excess fees can lead to once successful companies facing insolvency!

Often with hindsight advisers wish they had investigated offloading clients earlier and “Taking some cash off the table” but as we know hindsight is 20:20.

Having successfully overseen numerous client bank sales to a panel of selected buyers we are experts in helping advisers work with any limitations they may be facing and honest straight forward guidance to help advisers make the best decisions for them.

Regardless of your circumstances it never hurts to know your options so why not arrange a no obligation consultation with one of our IFA team today on the button below

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