Thinking about the future of your IFA firm?
If you are looking for the best home for the client bank you have built up over many years so you can retire or do something else; or wondering if there is a better way to manage your business so you can spend more time doing what enjoy most - delivering an excellent service to your clients...
...then you should talk to us.
Reasons to talk to Perspective
- Vast experience: we have held discussions with hundreds of IFA firms over many years and know the sector inside out. We use this expertise and knowledge to assess what will work successfully for you and for us
- Reputation as the ‘acquirer of choice’ for IFA’s looking to retire and exit the industry. Our flexible approach means we can create a mutually beneficial deal structure and timetable. We:
- have a clear, proven step-by-step process
- are reliable: we keep our word
- pride ourselves on delivering a client-centric, ethical approach: your clients will be looked after to the same standard that you have done for many years
Read on through the rest of this section to find out more about how we can help you achieve your long term plan.