For a retiring IFA, “Financial Freedom” is a subjective and emotive concept that very much depends on our personal goals, values and circumstances

In the run up to Christmas, with the current mortgage rates and winter fuel bills pending, this is a subject on many people’s minds. As an IFA, it could well be on your mind personally, or you could be concerned about extended family

What if there was a way to free you from this worry?

Imagine Freedom from Financial Stress

For some of us, financial freedom means having enough savings and income to cover all essential expenses, including housing, food, heating, without constantly worrying about making ends meet. There are a lot of people in the UK who do not have this financial freedom with one in six UK adults have no savings

IFA retirement: Without these concerns, what would you do?

Entrepreneurial Pursuits? 

Entrepreneurs and business owners often view financial freedom as the point where your IFA firm is successful and self-sustaining, allowing you to have more personal time and flexibility. Often though, client demands dictate that that this freedom is merely a pipedream until you sell your IFA business. Could you dare to dream about your next venture?

Early Retirement?

Imagine being a retiring financial adviser and being able to retire earlier than the traditional retirement age? Does this fill you with joy, or fill you with dread? What would you use this time for? Enjoying life, travelling, or engaging in a long-desired project?

Pursuing Passions and Hobbies?

How often do you wish you had the time and money (and let’s face it), energy to pursue your passions, hobbies, or interests without worrying about the financial constraints associated with those pursuits? Where does your heart lie - travel, art, sports, or something totally new?

A lump sum to pay off all Debt and Financial Obligations?

Having a lump sum can really help with paying off debts and loans and as we know, this can alleviate the burden of interest payments and free up more income for personal use or investment – although for many people this is easier said than done! Would this help you and your family?

Create Retirement Security in IFA retirement? 

How often do we read that we need to have savings and investments to enjoy a comfortable and secure retirement? One in six over-55s have no pension savings yet: If selling your IFA business is in your short to medium plan, we can introduce you to qualified sellers who match your ethics and ethos and help enable your IFA retirement security

Create Generational Wealth?

Some people aim to leave a legacy and provide for future generations, creating wealth that can benefit children, grandchildren, or charitable causes. Is this something you would like to do?

Create Independence and Autonomy?

Financial freedom enables us to have the ability to make decisions about life, career, and investments without being overly constrained by financial obligations or dependence on others. Are you in a position to do this now, or is it something you merely dream of?  Why not let us help you realise this dream? Whichever of the above reasons tugs at your heart or your head, setting clear financial goals, and creating a plan to achieve them is key in reaching your own version of financial freedom and aligning your life's values and aspirations

Selling your IFA Business; you only get one chance to get this right!

If you are just starting to consider how best to sell your IFA business, or would simply like to chat, then get in touch to find out more about how we can help you create Financial Freedom. We provide hand selected, curated options for homes for your beloved IFA clients. Please do get in touch with us here at Truestar Legacy

Like to see a video of who we really are?

You are in a people business, just like us. Check out our very honest and authentic videos https://www.truestarlegacy.co.uk/why-us and from here you can meet all of our team on their individual websites, with their videos too You only get one chance to get this right. We are genuinely here to listen to you and to help

We are with you, every step of the way

Here is one our blogs with tips on how to successfully self your IFA business: https://www.truestarlegacy.co.uk/blog/retiring-ifa-selling-my-ifa-business-how-do-i-ensure-this-is-successful-and-what-does-success-look-like