Career & Merger Opportunities
We would be interested in talking to experienced sole trader or partner IFAs who may be considering the merits of merging their practice with another firm or who want to find a good home for their clients and retire from the industry.
If you fit either criteria, if you are looking for a new home, and if you like the sound of how we do business with our clients, give us a call.
Maybe you have decided that you do not wish to take on the burden of more exams at this stage of your career? Perhaps you are considering the option of becoming a Protection adviser post RDR? Maybe you feel that you only have a few years until you are ready to exit the industry and retire, but you don’t want to have to jump ship just yet?
Are you facing this kind of career dilemma? Would you consider merging your practice with another firm in order to ensure that your existing clients can receive investment and pensions advice ongoing, whilst still keeping in contact with you? Having trouble finding someone who matches your own standards of ethics and professionalism?
Then give us a call, because we really should be talking.