Why us?

Video with Pam Sutherland - Founder of Truestar Talent Ltd and this specialist division Truestar Legacy

Why us? thumbnail
 

Your legacy

Having dedicated 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 the company that 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

Your exit strategy must reward your dedication and hard work. Valuation models include:

  • Recurring income
  • Deferred consideration
  • Net asset value
  • EBITDA

Check out our specialist team

5 Reasons why you should use us:

 

No upfront costs

Accessing highly skilled professionals without having to pay a retainer or upfront fee is almost unheard of, but we don’t ask you to pay for our services, our modest fees are covered by the professional buyers we know and trust

 

Taking the time to know you

There is no pressure to sell or aggressive quotas to be achieved. We take the time needed to get to know precisely what your priorities are so that we only match you with exactly the right buyers. We do the hard work so you can avoid wasting precious time talking to the buyers who don’t fit your requirements

 

We believe

We are IFA experts who have spent our careers working in this very specialist industry. We are true believers in what reflects the very best of this niche and exceptional business, and understand the importance and value of principle

 

Better outcomes

The best outcome for both you and your clients is our priority. We understand that your clients are people that you may have known for years, or even generations, their ongoing welfare is as important to us as it is to you. Our unbiased recommendations will always put you and your clients first and foremost

 

Trusted relationships

Having spent our lives working in the IFA sector, we have built up trusted relationships with a large number of customers and partners. This extensive network allows us to know exactly who is honourable and reliable, and as importantly who to avoid. We only work with people that we know share our values and uphold our high standards

It’s about A tailored fit for you

Key things to remember…

We help you get to your happy new adventure

Options and solutions - Truly understanding you and helping you succeed

Peace of mind - New long-term happy client home, aligned to your values and ethics

You deserve the best - Ensuring financial stability of buyers, who deliver on their promises

We deliver by really listening and working closely with you in selling your business. We are with you every step of the way but don’t just take our word for it, check out below what others have said about us:

FIND OUT MORE

CONTACT US NOW

Testimonials

     

 Took time to understand what I was looking for. She did not waste any time with companies that were not a good fit for me but helped me to fulfil my potential. 

Dan: IFA
     

 An absolute breath of fresh air and has been nothing but understanding, supportive and is a true professional in her craft. She took her time to best understand my situation and needs and with the backing of her extensive experience and industry knowledge, presented what I believe to be, ideal solutions. 

Waqas: IFA
     

 An extremely caring, dedicated professional who was both interesting to work with and very supportive. I always felt that she had my best interests at heart. 

Andy: IFA
     

 Pam is exceptional, if only I had met her when I first entered the industry, it would have stopped me making some very painful mistakes! Pam, really took the time to understand me personally and what I was looking for, her knowledge of the industry is excellent and having that insight into how a firm really operates on a day to day basis, their business model, and value system, was vital for me. 

Tim: IFA
     

 Fantastic to work with, a real breath of fresh air... she takes a very professional, thorough and supportive approach. 

Ellie: IFA
     

 Attentive, a great listener, close to the detail and gets to know you as her client. Pam also has strong professional relationships with the organisations she recommends. 

Paul: IFA
     

 Extremely helpful and she displayed great empathy with my situation, she efficiently and effectively identified my needs. 

Ian: IFA
     

 She uses all the soft and hard facts to come up with a right match... She went above and beyond to ensure I was prepared... and provided an approachable but professional service. Pam is reliable, considerate and knowledgeable and the service she provides is second to none and for these reasons I would recommend her services and I wish her continued success for the future. 

Rubina: Financial Planner
     

 Always on hand to support the objectives of the business... offers valuable support, guidance and advice on new initiatives and projects. Very personable and has a very effective communication style. Very good at analysing data and making MI tangible and above all Pam's levels of integrity are exemplary. 

Simon: IFA
     

 In the 20 or so years I’ve known Pam I can honestly say is the one who can find that ‘needle in the haystack’ and is the ‘Ronseal’ of the... industry - she does exactly what she says she will, she doesn’t let you down and most importantly of all …delivers a quality service and product. 

David: IFA Manager
     

 She spent time with me to really understand me, my motivations and my aspirations. She instantly made me feel relaxed because of her genuine interest in wanting to understand… always checked in regularly with me which only served to strengthen our relationship… level of support surpassed my expectations. 

Eleanor: IFA Manager
     

 As one of my key strategic suppliers for over 18 months, during which time she's shown a real commitment to delivering results and always put the candidate interests first, whilst still balancing the business needs. 

Emma: Strategic HR Business Partner
     

 Outstanding from the very first contact, she listened and took note of what I was all about. She talked very openly and honestly and took her time to match what I was looking for. 

Jay: Financial Planner
  

CONTACT US TODAY

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