Financial Adviser Retire - Exit - Earn for Life

Retire, Exit, Introduce to us and get paid for lifeContact us to refer your clientsFinancial Adviser Retire Exit - Earn for Life:  Refer Your Clients To Us

Exit WorriesFed up with it all?
Exit WorriesReady to retire?
Exit WorriesNot getting offers for your business?
Exit WorriesOffers too low? 1, 2 or even 5 X recurring income not enough?  If you live for more than 5 years, you lose!
Exit WorriesWorried about FSA criticism of IFA Platform ‘Consolidation’
Exit WorriesFund Based Commission dead without client servicing? Going to lose it?

Want to keep your hand in? - Don’t want to keep your hand in?  We can handle both ...

Great commission ratesLet an Award Winning Family Firm of Chartered Financial Planners look after you and your clients .....

The Exit and Earn Option:

Exit and EarnWe take over servicing of your clients
Exit and EarnWe share all remuneration, fees and commissions (on our normal Introducer terms)
Exit and EarnYou receive a share of new income from your clients and recurring income for life
Exit and EarnYour clients ‘introduced’ to us are ‘ring fenced’ to protect you
Exit and EarnYou can transfer agency of your clients elsewhere at any time within 2 years without penalty
Exit and earnAt 2 years, your clients fully become our clients and you cannot transfer but you still retain a share of all new income and recurring income for your life from those clients
Exit and earnIf we lose/cancel regulated activity authorisation, our agreement with you is terminated and you are free to transfer your 'ringfenced' clients irrespective of any 2 year rule

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