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What characteristics do we look for?

  • Usually, but not always, smaller, successful IFAs with 1-5 Advisers
  • Demonstrable client-centric approach
  • Stable, well run, with solid compliance processes
  • Cautious approach to investments
  • Client base with potential
  • Links with other professional services firms e.g Lawyers and Accountants that generate referrals
  • Principals who are straightforward especially about their intention to retire (to avoid a situation where a new firm is set up subsequently with the intention of trying to attract back the client bank we have purchased)

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