What we do

What We Will Do

  • Provide a free automated valuation confirming what we will offer you for your IFA client bank up front.
  • Offer to buy any client bank with less than £30K recurring income at the price we offer online (subject to due diligence).
  • Offer a clear, transparent and standardised legal contract which is more than fair to the exiting IFA.
  • Have the money in your hand within 21 days of receiving your documents.
  • Pay you the majority of your sale price up front.
  • Pay you all of the money within 3 months.

Click here for exact information on exactly how and when you get paid

What We Won't Do

  • Negotiate on any points of our legal contract, in any way at all.
  • Buy anything other than the assets of your company.
  • Take ownership of any LTD company shares or liability for your advice.
  • Guarantee the price we offer for any longer than 2 weeks post valuation.
  • Guarantee to buy any client bank that is larger than £30,000 recurring income on standard terms.
  • Buy anything smaller than £2,000 recurring income.

"What others could not or would not do we would attempt, and this was a rule of our business which was strictly adhered to" - Andrew Carnegie