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.

What are you going to be doing Post-RDR?
Have you considered a Practice Merger or a Phased Retirement Buy-Out?

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.

We will ensure that the merger of your client bank into our practice is smooth and stress free, and that your clients receive the best possible standards of advice ongoing. You will remain the main point of contact for your clients, but a colleague who is suitably qualified will address any pension or investment needs that your clients may have ongoing. You will be free to continue to provide advice on protection and/or mortgages as appropriate to your qualifications.
We will offer you a very attractive fee split remuneration package and we will even pay trail and renewal fees to you ongoing after you have retired.
Call us now to set up an initial meeting to talk about career or merger options at Plumb Financial Services


Want to know more?

Call us on 01473 830301 or email at