Multi-award-winning company: We treat you and your clients how we like to be treated ourselves. Wanting to sell your IFA business and de-risk your retirement? The key question is, how do you find the right home for your clients and the right remuneration for your hard work and dedication? It’s an emotive decision, and depending on your circumstances, might be one you’ve putting off or putting out of mind as you’re so busy tending to the needs of your clients

If you want a consultative and supportive approach to navigating this, our tenured team have on average 35+ years in IFA and financial services and are very happy to listen and to help you

Plus, there are some great options!

Should you consider selling your IFA business, it is important that your clients are in safe hands and that the company matches the culture and ethos of how you conduct business

Or if you would like to Sell and Stay, this is a great way to de-risk your retirement, gain a lot of capital upfront and create a lot more time to do the fun stuff - spending quality time with you clients

How can we help you? A lot like you, we do fact finds to understand you and your business, before discussing options

As we have been around in the industry a long time, we know a lot of companies very well, have built really great relationships and will guide you to good guys who will put the needs of your clients first (not just say they will!)

If you would fancy an initial chat, please do give any of our team a call – we would love to support you

Truestar Legacy is a specialist division of Truestar Talent, who are Award-winning, National IFA and Financial Services experts. We have extensive experience, essential understanding and exactly the right contacts to help you at every step of the way, to get the very best outcome for you and your clients

Truestar Legacy®

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