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Acquisition/consolidation seems to be very much in vogue
Nexus IFA has been taking on retiring advisers for over 5 years now under our advocacy proposition (over 25 to date)
Advocacy is not for everyone and neither is it a simple purchase using multiples of recurring income (however on a quick technical point entrepreneur’s relief does apply)
We believe that finding the right cultural fit is right for all parties including the client. The latter often being overlooked.
Paying income for 10 years including guarantees to your partner/children we feel are equally important
If you’re very interested or simply curious then I’m quite happy you use a coffee as a way of explaining the options/choices but also what trip wires are out there!
Stress, non-committal
Ian McIver
0770 8712967 or imciver@nexusifa.co.uk