Retiring IFA

Supporting Retiring Financial Advisers with IFA Business Sale Solutions

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Truestar Talent possesses extensive expertise in effectively facilitating IFA retirement sales and business acquisitions for retiring IFAs, with whole of market options

With hands-on experience in negotiating significant deals, ranging from sole trader Independent Financial Advisers to multimillion AUM IFA firms, we successfully aid both retiring IFAs and business owners seeking continuity and growth.

Attentive to your objectives for the present and future, our IFA Acquisition team is committed to identifying the optimal IFA sale option for you.

Contact our team

07582 876067
[email protected]

We listen and then find exactly the right support for IFA clients and support for their preferred exit strategies (there are a few options here), as we have long-term relationships in our industry. Just like any great IFA, we spend the time getting to know the IFA looking to sell their business, their clients, and their needs before recommendation. We apply this same holistic approach to how we get to know the buyers who are looking to buy an IFA business, or client bank. This is how we make great recommendations.

Considering selling your IFA business, how can our Truestar Legacy team help you?

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“We are mindful of just how essential it is to introduce people who will truly value the relationships with clients and not just care about the value of AUM.”

Pam Sutherland Founder

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Working with You

We enjoy assisting companies with their IFA sale requirements. Our team are seasoned Financial Services specialists, which guarantees that your needs are addressed by professionals well-versed in the perspectives of both acquirer and seller.

The success of our IFA client sales and acquisitions stems from our unwavering commitment to securing optimal outcomes for all parties involved and our in-depth understanding of the industry.

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If you would like to find out more about how best we can help you, here is some supporting information for you.

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Truestar Legacy – IFA exit strategy

Are you considering selling your IFA Firm, or are you a retiring IFA? Or are you wanting to sell and stay? If a great new home for your clients is important to you, here’s how!
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Wanting to sell your IFA business?

Considering selling your IFA business and de-risk your retirement? Check out our specialist division and dedicated website:

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Pam was an extremely personable and efficient contact within the resourcing community. Throughout several years working together, Pam always offered useful advice and evidenced a drive to meet our shared goals

Chris: Sales Development Manager

Pam has been absolutely excellent from start to finish. Understanding my needs, she carefully selected the exact opportunity that enabled me to move onwards in my career and join a company that matched my values and ethos

Chris: Sales Development Manager

Pam has been a breath of fresh air to deal with when looking for Financial Services positions. Her professional approach in providing constant updates and information throughout the recruitment/interview process played a major part in me securing my latest position

Roger: Director

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