Buy or Sell IFA Client Banks

  • We work with Large Networks of Buyers & Sellers
  • We offer Free Client Bank Valuations & Charge Nothing to Sellers
  • Our RDR experts have over 30 years of Relevant Experience
  • We help with Acquisitions, Introductions & Mergers.  Immediate or Phased
  • Call today for a Free Consultation
Free Consultation
0800 1455840

 

About IFAclients.com

 

We offer a full brokerage service for IFA’s looking to buy or sell client banks. Our experts have detailed experience in RDR, Industry Sales, Legal matters, and M&A consultancy. We charge nothing to sellers, and charge buyers the lowest commissions in the industry.

The need for our service has increased ahead of the Retail Distribution Review. We have many interested buyers and sellers looking to complete by January 2013. Our industry experts can help at every step of the process, starting with an immediate free consultation:

We can help with outright acquisitions, mergers and introduction agreements. Either on a phased or immediate basis. More details on each option can be found here.

 

Why Contact Us?

 

We work with most of the top networks, and have a large database of interested buyers and sellers. However, unlike other brokers, we don’t just find you the best match from our list. We can also identify and approach any additional practices that closely match your requirements.

Whether you’re looking to buy or sell an IFA business, our service can guarantee you the best possible deal. Buyer and Seller registration forms take less than 10 minutes to complete, and we can offer a Free Consultation at any time to suit you.

 

The Retail Distribution Review

 

In January 2013, the Retail Distribution Review (Known as RDR), will come into full effect. On this date, all financial advisers will be required to meet the Minimum Qualifications Credit Framework Level 4 or equivalent. They will also need to charge on an agreed fixed fee basis, rather taking a commission.

This has prompted many experienced IFA’s to consider retirement or a merger. We can help any IFA that is looking to buy, sell or merge in several ways. We can also advise on how to comply with the forthcoming RDR changes.

 

Our Process

 

Our services include the following steps:

• A Free consultation to establish your selling, buying or compliance needs

• A Free client bank valuation for sellers

• Database inclusion, and approaching other suitable practices

• Arranging meetings with potential targets

• Consultancy and guidance materials for deal completion

 

Call 0800 1455840 for a Free Consultation.