Adviser Retirement Options
We offer something different for retiring advisers: We are not a big consolidator, but a family run advisory company looking to assist other advisers who are client centric.
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.
Our 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. For the right businesses we will guarantee that the annuity payments will reach at least a minimum amount.
At a Glance: Why Whitechurch? |
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5 x Recurring Income |
Our highly competitive exit solution that can be comparable in multiple terms to as much as 5 times your recurring income compared to the industry standard of 3. |
Experience |
We have been selectively offering retirement solutions to financial advisers for over a decade and have a wealth of experience in the area. |
Flexibility |
We can accommodate a range of situations and formations including 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. |
The next steps... |
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Our Adviser Retirement Options brochure is an introduction to The Whitechurch Proposition as well as FAQs and Testimonials from retiring Financial Advisers about our services. To download your copy, click the button below: |
Find out how much you could sell your business for by clicking the button below: |
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 speakt to our Acquisitions Director, click the button below: |
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