Our succession strategy will help you to be prepared for retirement. Under new fee contracts it is no longer easy to sell your business ‘en bloc’ as it once was. Hence an alternative to sale at retirement is needed and here at Truly Independent we have cultivated a realistic and proven alternative.

Our contracts and successor agreements ensure smooth and uncontested client relationships and handover. Of course, you may already have a successor in mind.

Our succession strategy ensures:

You can plan retirement with ease
Your clients will receive continuity of available advice
There’ll be ongoing support without any disruptive transitions

The process, effort and disruption of selling an IFA practice to a third party is greatly underestimated.

Most financial advisers are able to build good client relationships which turn into good business; but what happens when you decide to retire and sell your practice?

When you look closely at the process and activities needed to sell to a third party, as guided by the FCA, the sale becomes less attractive over succession.

Succession is the process of passing your business on within the firm. It is the simplest and best solution, and when implemented properly, can be legally binding too.

Download our Sale or Succession Brochure

Get in touch

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

Happy Financial Advisers is a marketing style of Truly Independent Ltd TM 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™ .

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