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IFA Retirement Solutions

Thinking of Retiring – An attractive opportunity for IFA’s

In what have been difficult and testing times for IFA’s, Bright Financial Services has developed a proven methodology that provides IFA’s wishing to retire with:

• Real value for their lifetimes work
  
• Assurance that their clients receive ongoing advice and service
  
• The ability to determine how much, if any, continued involvement they wish to have with their clients

Over the last three years we have invested a considerable amount of time developing our business model. We are confident that for selected practices we can pay four times renewal for the business.

The key features of our proposition are:

• The IFA retains ownership of their clients
  
• The IFA licences the clients to Bright
  
• Bright provides advice and service to the IFA’s clients
  
• The agreement between Bright and the IFA is underpinned by a legally binding agreement drawn up by a top ten UK legal practice that confers rights to both parties

In return for licensing your clients, Bright will provide you with:

• An competitive income for life
  
• A company dedicated to working with retiring IFA’s and their clients

All the IFA’s using our services are happy to talk about their experiences and references are available on request.

If you would like more detailed information or have any questions, please fill out an enquiry form on the Contact Us page or telephone Ian Craddock on 01925 839180.