IFA Retirement Solutions

For the small to medium sized IFA practice planning to retire in the near future; receiving value for their lifetimes work and knowing that their clients continue to receive the requisite level of advice and service are difficult goals to attain.

For those approaching retirement, the current economic uncertainty and the proposed implementation date of the Retail Distribution Review(RDR) in December 2012 will ,logic would seem to dictate, impact upon company valuations. Recent surveys have suggested that there will be a significant fall in the number of IFA’s and that many practices are planning to retire and deregister prior to the implementation of the RDR.

These changes mean that planning for your retirement is key to ensuring that you maximise the value inherent within your business.

For IFA’s who are in this position, Bright Financial Services may well be able to help them achieve their key retirement goals. These being:-

i. To maximise the value of their business
ii. To ensure that their clients continue to receive ongoing advice and service.

Contact Ian Craddock on 01925 839180 or email i.craddock@brightfs.co.uk

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Bright's Background 
Our Retirement Solutions 
Key Features of our IFA Purchases
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