Testimonials | Whitechurch Securities Limited | Redland, Bristol

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Testimonials

We already work with a number of Financial Advisers to provide them with exit strategies from the industry. Below are some comments from retiring financial advisers about our services: 

 

 

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 "I just want to tell you how relieved I am that the Whitechurch Financial Planning team are not only honouring the spirit of our agreement but indeed are servicing these clients and providing them with sound advice."

 

Nick Devon, Financial Adviser (Retired)

 

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 "I had been working in the Financial Services industry since 1982. For the last six years of my career I ran my own small Financial Advisers Company.

 

When I decided to retire I had two priorities. That my clients would be well cared for, and that I would continue to benefit from a share of the income I strived to build up over the years.

 

A year after my decision to retire I received regular monthly commission payments and statements. The Whitechurch Retirement Solution fulfilled my objectives of satisfied clients and a good retained value from my business."

 

Alan Goule B.Sc., FCII. APFS, Chartered Insurance Practitioner (Retired)

 

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"I had been working in the Financial Services for many years building up an established and loyal client bank over this time.

 

Retirement from this industry is not something that can be taken lightly, and for me was an extremely difficult decision to make. There are many considerations when making this decision but of paramount importance for me was my clients and knowing they would be well looked after once I have retired.

 

I would not hesitate to recommend Whitechurch if any Financial Adviser is considering retirement. They are a well-established practice with the personnel and resources to take on client banks of retiring Financial Advisers whilst maintaining the personal, professional and friendly service my clients have become accustomed to."

 

Alan Sidloff, Independent Financial Adviser (Retired)  

 

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Considering your options 

 

Naturally, a partnership will only work if it is of benefit to everyone; for you, before and when you retire, for us and, of course, for your clients.

 

If you are thinking about exiting the profession, be it imminently or any time over the next 10 years, click on the link below, as the first step to exploring how we could work with you.

 

Want to discuss your options?