Retiring UK IFA
Retiring Independent Financial Advisor looking to sell your IFA business?
As Financial Planners ourselves, we know how important our relationship is with our Clients and how many of those relationships span several decades and even multiple generations.
For many Financial Advisers the idea of retiring and passing their Clients needs into the hands of someone else is an important responsibility and is not a decision that is taken lightly.
Why choose us to sell your IFA business to?
Speaking to many fellow IFA’s over the years, we’ve seen several issues with the standard industry buyout process. The most frequent and common examples they tell us about are:
“Our Client Portfolio is too small and so doesn’t meet the exact criteria set by these large acquisition or consolidator firms.”
“I seem to be faced with two extremes: either having to continue actively working for a number of years after the sale, or not being allowed to have any ongoing communication and contact with my Clients.”
“It feels like I am selling my Clients to a faceless organisation that doesn’t have the same values and ethos as I do.”
Clearly, the typical buyout model is less than perfect for many IFA’s!
Redwood Financial is a family owned firm
As a family owned and run firm, we believed there was a better retirement solution that was unique, provided flexibility and choice for the retiring adviser, as well as ensuring great outcomes for your Clients.
You can continue to benefit from referrals
Our Retirement Plans are designed to give you an income for life, with the flexibility and choice to maintain an ongoing relationship with your Clients, so you can also continue to benefit from any referrals and new business generated.
Arrange a 1-2-1 meeting
If you are interested in finding out more about how we work with retiring IFA’s and if our retirement solutions would be the right fit for you and most importantly, your Clients, please contact us for a 1-2-1 meeting.
Your roadmap to successful IFA retirement
Many Financial Advisers find the process of retiring a daunting task and don’t even know where to start.
Our experience in helping other IFA’s to retire and sell their businesses, means we have created a step-by-step Roadmap to Retirement, which we will help guide you through, taking away the stress and administration of retiring.