Selling IFAs or IFA Client Bases

Selling your independent Financial Adviser (IFA) business is a pivotal decision that requires careful planning and strategic insight. For many business owners, their IFA business…

As an IFA, you spend your career helping others plan for their financial futures, but what about your own retirement? The process of stepping away…

For Independant Financial Advisers (IFAs), the decision to sell a business or client books is a significant step. Whether it's driven by retirement, a career…

There are many different reasons and benefits to selling your IFA business or client books and inside this blog, we will dive into five of…

In this blog, we will dive into 7 important things to consider when selling your IFA Business. We hope that these things will allow you…