Time to do some financial
planning of your own?

If you’re beginning to look ahead and are planning for your own retirement, we’ve got an interesting proposition for you.

We’ll work with you to maximise your potential renewal income for your retirement, whilst you maintain 100% of your new business and ongoing income until you’re ready to retire.

I'd like to know more - please get in touch

What are we offering?

  • 40% renewal income for your lifetime (or a minimum of 10 years)
  • We’ll provide full admin and back office support during the transitional period
  • We’ll assign a dedicated adviser to work alongside you during your last few months so your clients can be seamlessly handed over
  • Your clients will receive ongoing bespoke financial planning
  • We’re not a DFM, we don’t believe in asset stripping. We maintain the highest standards of service and integrity
  • Your clients will be in safe hands. We’re known for our supportive environment, where the client really does come first. You can be assured every client will be allocated their own dedicated adviser.

I still see a number of my former clients and they tell me how happy they are and secondly, my retirement package has met all my hopes and expectations.

David Grant – Retired IFA

You’ve got one chance of getting your retirement income right, why not explore all your options?

I'd like to know more - please get in touch