Adviser Retirement Options

Whether you are looking to retire or exit the industry today, in six months or three years we can help. We understand that it is not only important that you are looked after in your retirement but your clients too.

With over 30 years’ of wealth management experience, we are not a big consolidator but rather an advisory company looking assist other advisers who are client centric.
  • We have been selectively offering retirement solutions to financial advisers for over a decade and have a wealth of experience in the area.
  • Our highly competitive exit solution that can be comparable in multiple terms to as much as seven times your recurring income compared to the industry standard of three.
  • We can accommodate sole traders, partnerships, limited companies, members of networks and stand alone advisers. We also have solutions for those looking to retire in a few years but who want to start the process now.

 

ASSET PURCHASE

If you are a sole trader Whitechurch can offer to buy your client bank by way of Asset Purchase, ensuring your clients continue to be well serviced whilst you enjoy retirement.

SHARE PURCHASE

Whitechurch can offer to buy your company from you by way of Share Purchase, leaving you free to walk away and enjoy retirement.

OTHER OPTIONS

If you are not quite ready to retire yet but thinking about your options get in touch. We can advise you on your options and have other opportunities available.

 Adviser Retirement Options BrochureOur Adviser Retirement Options brochure covers the difference between Asset Purchase or Share Purchase, The Whitechurch Proposition in detail as well as FAQs and Testimonials from retiring Financial Advisers about our services, click the image or here to download your copy.  

The next steps...

Start your retirement journey today and get in touch so that we can discuss your plans and provide you with more information. We deal sensitively and confidentially with all enquiries, to request a call back, click the button below. 

Request a call back

If you wanted to find out more about Adviser Retirement, please read our latest blog post by clicking the button below.

 

Read our blog