Are you looking to retire, exit out of the industry or just fed up with working for a Network?
If you, like many other Independent Financial Advisers, are finding it increasingly difficult to keep up with regulatory changes and requirements it might be time you talked to us.Not everyone has the same plans or ideas for their business but most people would like someone they can trust to talk through the options available. So whether you want to retire and sell your business entirely, gain support whilst gradually handing over your business or simply want to be part of one of the most successful new breed IFA practices in the Midlands – AFH can help.
We offer a professional support team to help deal with the increasing demands and challenges facing IFAs such as, Para planning, report writing, automatic client investment reviews and training. We are also proud of our progressive, friendly and professional culture that puts clients and old fashioned service at the heart of the business.
We offer 3 flexible options to help IFAs face the future positively and successfully:
- A buy-out option for retiring IFAs looking to leave their clients in the best possible hands
- A buy and keep option for IFAs looking to continue working but without the regulatory challenges of running their own business
- The opportunity to join the AFH team and continue working as an IFA in a professional and supportive environment
