Looking to retire
Deciding when to retire is one of the hardest decisions, but for IFA’s the process is made twice as hard because it means having to decide who will be the best custodian for your clients in the future.
For any IFA that has been in business for any length of time, will have inevitably developed strong relationships with their clients, many of whom would be considered as friends. So choosing the right Firm to look after your clients in the future is very important.
At Premier we fully respect and understand the position of IFA’s considering retirement, and that is why we have a number of packages designed to meet your specific requirements.
Whether you are wanting to retire immediately, on a fixed date or indeed if you wish to work on a part time consultancy basis for a period of time, then we have packages to suit your preferred exit strategy.
Sometimes close to retirement, principals of IFA firms prefer a less stressful life, handing over much of the day to day administration to another Firm, yet still keeping in touch on a day to day advisory basis with clients for a few years. This then allows a retiring IFA to phase out gradually rather than come to an immediate stop.
Equally, we have packages that allow you to continue to grow your business whilst you are still working as an Adviser within Premier Wealth Management, and your buy out figure would reflect this increase in value at some point in the future.
Whatever your requirements, we would be happy to discuss them with you.
Finally, we know how long it has taken you to build up your business and we are prepared to pay a fair price for any business that we purchase.
Please contact Adrian Shandley for an informal initial discussion.
Get in touch
We are happy to discuss your investment, retirement or tax planning requirements with you.
On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.
The on-going advice and support that we give to clients, together with the regular portfolio reviews is certainly not common place in the industry!
As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.
Our fees are exceptionally competitive, we normally do not charge for an initial interview. We believe that the service we provide is second to none and we also believe that our investment portfolios are run and managed on the lowest possible charges.