Retire on Your Terms: Sell Your IFA Business with Ease and Peace of Mind
Trust Us to Facilitate the Successful Sale of Your IFA Business
Why is finding the right representation essential?
We understand the importance of connecting you with individuals who not only value your clients but also prioritize the relationships you've painstakingly built. By partnering with us, you'll experience a holistic approach that ensures the utmost care for your clients and aligns with your preferred exit strategy. We boast long-standing relationships within our industry, providing you with access to a network that truly understands and respects your unique journey.
Contemplating your future?
Want to sell-and-go?
We can help you evaluate you options and find the best business option for you and your clients
Uncertain about which path to choose?
We are experts in guiding you through the process, meticulously evaluating the benefits and features of each option. Our goal is to empower you to make an informed decision that not only benefits you but also serves the best interests of your valued clients.
Learn MoreWant to sell-and-stay?
If you are looking to sell-and-stay, we can help you find the best fit for you with the perfect partner
What you can expect from me, your designated consultant
TALK TO US TODAY!
How we work
Listening to you
We are committed to finding the optimal solutions that genuinely empower and support you. We actively listening to ensure we deeply understanding your goals, needs, and aspirations.
Informed choices
Our approach is simple. We get to know you and make specific recommendations which deliver both consultative and bespoke solutions matching to your needs
Learn MoreRecommendations
We ensure that our tailored recommendations are specifically designed to serve your best interests and will make personal introductions to our trusted partners who share your values.
why we appreciate and cherish your legacy
Any new home for your clients must continue to embody your cultural values and be reflected by company you entrust your legacy to.
We have a personal relationship with our buyers that enables us to hand select the right options, ensuring the right fit… ethically, culturally and in investment style
We only choose to work with buyers that we know from a recruitment perspective, who currently and historically both retain their IFAs and their clients,
as this ensures a happy long-term home
for your clients
Talk to TRUESTAR LEGACY
Senior Acquisition Manager
With a passion for helping retiring IFAs like you navigate the path ahead, I specialise in providing comprehensive support tailored to your unique aspirations. Whether you're considering retirement, a career transition, or exploring new opportunities, I will be there every step of the way, ensuring you make informed decisions that shape a fulfilling future. Why choose me as your trusted consultant? With over 13 years experience in Financial Services, I take the time to truly understand your goals, dreams, and individual circumstances. I will provide invaluable insights into various paths and possibilities, equipping you with the information necessary to make confident, well-informed choices. Rest assured that all conversations and information shared with me will be handled with the utmost confidentiality and respect. Let me be your steadfast partner as you embark on this personal and meaningful exploration of your future retirement.
Contact us Today
Truestar Legacy is a division of Truestar Talent who are an Award-winning, National IFA and Financial Services specialist. We have extensive experience, essential understanding and exactly the right contacts to help you every step of the way Talk with us today