How do we work?

That's easy, we work with you!

Listening to you

We find the best solutions that will really help you. By taking the time to listen, to thoroughly understand your goals, needs and aspirations, we tailor our recommendations to you

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

Recomendations

We enable you to make informed choices through our extensive industry expertise, providing company research and options, with personal introductions to our trusted partners

Listening and understanding you and your clients’ needs

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

Creating the right fit for you and your clients

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

Recommending the right buyers

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

Having spent years taking care of your clients, their families and your business, we understand your feeling of being personally responsible for their ongoing wellbeing and security; we completely appreciate how crucial it is that they are looked after, understood and supported

Any new home for your clients must continue to embody your cultural values and be reflected in 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 retain their IFAs and clients, as this ensures a happy long-term home for your clients too

Truestar Legacy (a division of Truestar Talent an Award-winning, National IFA and Financial Services specialist) have extensive experience, essential understanding and exactly the right contacts to help you at every step of the way and get the very best outcome for you and your clients
Talk to us today