Adviser Retirement Options: The Whitechurch Proposition

14th January 2020

We have propositions for advisers looking to exit the industry, be it for retirement or other reasons, we work with just a few selective advisers a year to meet their exit requirements. We are not a big consolidator but an advisory company looking to assist other advisers who are client centric. Keep reading for the key facts about the Whitechurch Proposition.

Whitechurch Proposition Chart

  • We are flexible in the propositions that we offer and have accommodated those who wish to make a swift exit as well as those who would like a longer handover period and involvement in client integration.
  • Our usual proposition is an annuity payment based on a percentage payment of ongoing advisory fees payable over a number of years, for example, 70% of recurring advisory fees for 7 years. Our proposition can be comparable in multiple terms to as much as seven times your recurring income compared to the industry standard of three.
  • Our proposition still qualifies for Entrepreneurs’ Relief.
  • We can demonstrate excellent client retention rates which have enabled those we have previously worked with to exceed their expectations.

If at first glance you do not think that this proposition is right for you then we would encourage you to speak to us to see if we can accommodate your specific requirements. We consider each financial advice firm that approaches us on its own merits and try to meet the advisers’ exit desires as much as we can, call 0117 4521207 or email and for an informal discussion about your situation.