Wanting to sell your IFA business?
Want to find out how?
Talk to the right people, with the right CONNECTIONS
Why is it essential to find the right representation for yourself?
We know it’s vital to introduce you to people who will value the relationships with your clients and not just care about the value of your clients. By working holistically with us, you will find exactly the right support for your clients and for your preferred exit strategy as we have long-term relationships in our industry
So why choose Truestar Legacy?
TALK TO US TODAY!
Considering your future?
Want to sell-and-go?
We can help you evaluate you options and find the best business option for you and your clients
Weighing up your options?
Investigating the different options and unsure which path is for you? We help you weigh up the benefits and features and chose the best outcome for you and your clients
Learn MoreWant to sell-and-stay?
If you are looking to sell-and-stay, we can help you find the best fit for you with the perfect partner
Talk to truestar legacy
Senior Talent Manager
Derek has many years industry experience working within IFA sales, direct sales, bancassurance and sales management. In 2002 he became a recruitment and acquisition specialist helping professional advisers, business owners move to the next stage in their work life whether this was to increase income, move into management, improve wellbeing and security or retire from the industry in part or completely Throughout Derek’s career he has built up many connections and has an ability to negotiate strong propositions with senior management groups, and help develop business plans to reach the end result. This can be particular useful when selling a business and managing the client service proposition
How we work
Listening to you
We find the best solutions that will really help you. By taking the time to listen, to thoroughly understand your goals, needs and aspirations, informs our tailored recommendations to you
Informed choices
Our approach is simple. We get to know you and make specific recommendations which deliver both consultative and bespoke solutions matching to your needs
Learn MoreRecommendations
We enable you to make informed choices through our extensive industry expertise, providing company research and options, with personal introductions to our trusted partners
why we appreciate and cherish your legacy
Any new home for your clients must continue to embody your cultural values and be reflected by company you entrust your legacy to.
We have a personal relationship with our buyers that enables us to hand select the right options, ensuring the right fit… ethically, culturally and in investment style
We only choose to work with buyers that we know from a recruitment perspective, who currently and historically both retain their IFAs and their clients,
as this ensures a happy long-term home
for your clients
Contact us Today
Truestar Legacy (a division of Truestar Talent an Award-winning, National IFA and Financial Services specialist) have extensive experience, essential understanding and exactly the right contacts to help you at every step of the way Talk to us today