4×4 succession is a unique buy-out retirement contract available to all our advisers, existing and new. It is the final piece of a comprehensive adviser support proposition to ensure your journey with us and into retirement, is truly easy. Advisers who have been with us for at least 4 years can retire from us with up to 4 times their annual renewal income.*

This is one of the best buy-out propositions in the market place today and probably the best from a National IFA; one who promotes independent advice on a national basis.

Financial advisers who join Truly Independent will no longer have to find a buyer to achieve 2 or 3 times their renewal at retirement. Simply by joining us, you have also secured a buyer.

When an IFA sells their business, the process of transferring their clients to the third party is an enormous task and stressful, especially when you would much rather be retired!

Equally, some competitors promise to provide retirement plans that are enticing and appear to be genuine, but somehow never reach fruition; such false promises can devastate a retirement plan. In contrast to those ‘false promises’, we will provide you with our buyout contract upon joining ensuring:

It exists
It states the value and payment plan
It sets out what is expected from the adviser

Truly Asset Management

Truly Independent have always been proud to make their money purely from the fees their advisers generate.

How we charge and what we charge can be found here.

We have no other source of income, so how do we fund the 4×4 succession (buy-out) plan?

It’s simple; as part of a joint venture with Manchester based Ascencia, we have designed and agreed this 4×4 succession retirement package exclusively for our advisers as part of our joint growth strategies.

Imagine signing our agreement at the outset, and after at least 4 years all you need to do is to confirm your intention to proceed to retirement and simply walk away. It will be that easy!

*Qualifying Conditions
Advisers must be with us for 4 full years and have a signed Practice Acquisition Agreement during that time. All business conditions, compliance, value propositions and working practices as laid out by the firm in contracts, documentation and announcements must be satisfactory for assets under advice to qualify. Adviser annual renewal income means 0.4%; renewal fees above 0.5% will be ignored for the multiplier calculation of which 0.1% is, on average, already retained by Truly Independent Ltd. This offering relates to pension and investment business only.

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

Sign up for more info

Newsletter
Sending

Happy Financial Advisers is a marketing style of Truly Independent Ltd who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd Service’s content requires the prior written permission of Truly Independent Ltd .