What We Will Do

• Provide a free automated valuation confirming what we will offer you for your IFA client bank upfront.
• Offer to buy any client bank with less than £30K recurring income at the price we offer online (subject to due dilligence)
• Offer a clear, transparent and standardised legal contract which is more than fair to the exiting IFA
• Have the money in your hand within 14 days of completing
• Pay you the majority of your sale price up front
• Pay you all of the money within 3 months

What We Won't Do

• Negotiate on any points of our legal contract, in any way at all.
• Buy anything other than the assets of your company
• Take ownership of any LTD company shares or liability for your advice
• Guarantee the price we offer for any longer than 1 week post valuation
• Guarantee to buy any client bank that is larger than £30,000 recurring income on standard terms
• Buy anything smaller than £2,000 recurring income