Whatever your plans for retirement, your clients and your legacy deserve to be protected.

For smaller IFA firms onshore or offshore, selling or stepping back isn’t just a financial transaction — it’s deeply personal. Your clients have trusted you for years, and the business you’ve built reflects your reputation, values, and hard work. I specialise in helping independent advisers plan their exit, retire with confidence, and know their clients are left in safe hands.

How I Help

• Preparing your business for sale so it’s attractive to the right buyers

• Identifying successors who will genuinely value your legacy

• Managing confidential conversations with sensitivity and discretion

• Supporting negotiations to secure fair value for your life’s work

• Guiding phased handovers if you want to step back gradually

• Ensuring client continuity so the people you’ve advised for years feel supported