“I would like to send a word of thanks to praise the high level of service that my clients are receiving. One of the biggest difficulties that I faced when considering the potential sale of my business was how my clients would be taken care of, especially if they received courteous and efficient service. It seems there was no need for me to worry!” (Euryn Owen Dip PFS Retired” Financial Adviser)
What we do
Maximise Value: We help advisors maximise the value of their business by connecting them with potential buyers or referral partners.
Maintain Client Relationships: Our focus is on preserving client trust and relationships and ensuring a smooth transition for advisors and their clients.
Empower Your Retirement: Let us handle the complexities of transition planning so you can retire with confidence and peace of mind.
Testimonials
“I just wanted to take this opportunity to thank you for all your support throughout this process, which enabled me to retire after nearly 34 years in this Industry; wow! Who’d have thought? (Alan Parkin – Retired Financial Adviser Yorkshire)
“I can’t believe it has been a year already…where did that time go? It has been a frantic 12 months, but I must say how pleased I have been with the move and how welcoming you and everybody have been. Thank you again for everything you have done and for helping me to make the jump!” (Andy Elskamp DipPFS)
“I am approaching the end of my 3-month notice period, after which I will be fully retired. My FCA authorisations will also end. So, I just wanted to say a big thank you for all you did for me. I have valued your guidance and assistance during the period and could only have achieved all I have done with you.I wish you well and every success in all you choose to do in the future. (Tom Calvert – Retired Adviser)
