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
We can pay for the client bank or business upfront in one lump sum
We can pay the cost over a short period of 2 to 3 years with a percentage 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 %.
Let us make retirement easier for you
info@suttonbrookwm.co.uk
0208 191 7658
Investments – The value of units can fall as well as rise, and you may not get back all of your original investment.
Pensions– A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Friendly, award winning Independent Financial Adviser. UK wide at a time that suits you. Grow your savings and make them work harder. Free reports available. Specialising in all manner of Pensions, Investments, ISAs, Consolidation, TFC, Tax Efficiency and Insurances.
Sutton Brook Wealth Management Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Company Reg: 08834225. Registered Office: SBC House, Restmor Way, Wallington, Surrey, SM6 7AH. Registered in England and Wales. This website is aimed at UK residents.
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