Sell your IFA client bank or business
Thinking of retiring?
Speak to us first
Being an IFA ourselves, we can make sure you get the deal you want quickly and efficiently
We offer 3 different options to sell your client bank or business
We know the ins and outs of running an IFA practice and the challenges it poses. We can work with you to get the right deal for you as well as ensuring your clients are transferred in a way both you and your clients will be happy with
Option 1
All upfront
We can pay for the client bank or business upfront in one lump sum
Option 2
Paid over 2 or 3 Years and % upfront
We can pay the cost over a short period of 2 to 3 years with a percentage upfront.
Option 3
Negotiable ongoing payment and % smaller upfront
This option will pay more than the above two options. Very flexible. Depending on % upfront, on-going can be for life.
For peace of mind, other risk mitigation can be incorporated into the contract. For instance, any potential future sale of Sutton Brook will mean you will recieve the remainder of any sale price you would have recieved as per option 1 above that is still outstanding + an extra %.
Do not hesitate to get in touch
Let us make retirement easier for you
info@suttonbrookwm.co.uk
0208 191 7658
