Are you looking to retire, exit out of the industry or just fed up with working for a Network?
If you have a portfolio of high net worth clients and are finding it increasingly difficult to keep up with regulatory changes and requirements, or are looking to retire and want someone to look after your clients, it might be worth talking to us. We are unbiased Independent Financial Advisers working across Derby, Derbyshire, Nottingham and the wider East Midlands region.
Most people would like someone they can talk through the options available. So whether you want to sell your business entirely, gradually hand over your business or want to be part of one of the most successful new breed IFA practices in the East Midlands – PFC can help.
We offer a professional support team to help deal with the increasing demands and challenges facing IFAs such as, Para planning, report writing, client investment reviews and training. We are also proud of our progressive, friendly and professional culture that puts clients and service at the heart of the business.
We offer 2 flexible options to help IFAs:
A buy-out option for retiring IFAs.
If you are considering retirement, want a fair price for your business, to leave your clients in the best possible hands, a simple handover and someone you can trust to talk to then get in touch.
A buy and stay working option
If you want to continue working either as an IFA, or in a ‘servicing role’ only, both without the regulatory challenges of running your own business then get in touch. This will allow you to spend more time with your clients and less time on other matters.
For more information please contact us.