Just like a great holistic IFA, we take the time to get to know you, by listening to comprehend, before doing our fact find. We can then closely match to your needs; your clients’ needs and the ethos of the company, or companies, who we introduce you to
We handpick businesses who will support your clients’ transition by having robust processes covering valuation models, taxation implications, client integration, due diligence, contracts, advice liability, closing down processes and more
We make things simple, with thorough research and leveraging our comprehensive industry competitor knowledge, we only introduce you to businesses who value your clients and will continue to honour the existing meaningful and rewarding relationships that you have created with them