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Retiring UK IFA

Are you a retiring IFA and looking to sell your business and transfer your Clients, safe in the knowledge that they will be looked after with a high level of service? Talk to Jasmine at Redwood Financial.

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.

This is why we are honoured when an IFA chooses to partner with us at Redwood Financial, to ensure that their Clients are looked after, as they retire from the profession.

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.

1-2-1 Retirement Meeting with Redwood

Understanding your retirement goals and what you want from the sale of your business.

Due Diligence

Getting to know more about your Clients, your firm and making sure we are the right fit for each other.

Retirement Plan Proposal

We send you our 1st draft of what your Retirement Plan with Redwood would like, if you chose to partner with us.

Agree On Terms

Having discussed and agreed terms, the final draft of your Retirement Plan and Contract will be sent to you for signing.

Welcome to Redwood Webinar & Seminar

Together we deliver a ‘Welcome to Redwood’ Seminar to your Clients, explaining your retirement, your ongoing relationship with Redwood and, how we will look after your Clients.

The Transfer

Our team will help package up the Transfer Paperwork and send it to your Clients, so they can officially move over to Redwood. We will also organise a file and data transfer onto our systems.

Completion

Once the transfer is complete, you can sit back and enjoy your retirement, whilst still remaining an integral part of the Redwood Team and your Clients lives.

Introducers Agreement

Your relationship with your Clients is a valued one, if you continue to meet with them, discuss their needs and receive referrals – you will continue to get revenue from our Introducers Agreement, for any new business and referrals you provide to Redwood.

Contact Us Today
Jasmine Lambert Chartered Financial Planner
Jasmine Lambert
Jasmine was awarded the British Young Practitioner of the Year in 2018. She is a qualified Chartered Financial Planner and full member of Society of Will Writers.
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