Succession

Selling your business is no longer as easy as it once was, especially with the recent changes to Data Protection. At TFA our approach to succession planning will help you plan your retirement and not just your clients!

Our successor agreements ensure continuity of service for clients and a smooth handover between advisers.

With many years of managing succession planning within our firm we are ideally placed to help. The key is to ensure that we attract advisers into our firm who will be ideally placed to manage the client banks of exiting advisers.