We understand your feeling of being personally responsible for clients ongoing wellbeing and security, having spent years taking care of your clients, their families and your business. We completely appreciate how crucial it is that your clients are looked after, understood and supported
Any new home for your clients must continue to embody your cultural values and be reflected by company you entrust your legacy to.
We have a personal relationship with our buyers that enables us to hand select the right options, ensuring the right fit… ethically, culturally and in investment style
We only choose to work with buyers that we know from a recruitment perspective, who currently and historically both retain their IFAs and their clients,
as this ensures a happy long-term home
for your clients