Retiring IFA - Blog

The official Retiring IFA blog.


Recent blogs


What are you giving up for lent

February 22, 2021


With everything that’s going on in the world, it’s been hard to find reasons for hope or celebration.

But recently we’ve been flipped onto Shrove Tuesday.

Although it may seem like a small victory, I’m sure we all enjoyed flipping pancakes without a care in the world on Tuesday. 

I enjoyed it so much I forgot about the Christian festival that follo...


Are you still enjoying the snow

February 16, 2021


Are you still enjoying the snow?

It seems the UK is on its third cold snap of the season.

And the more we have, the colder they get.

If you’re anything like me, you’re incredibly jealous of the stunning scenes pictured around the UK at the moment. From the Yorkshire Dales, to the Scottish Highlands, the UK has never looked so beautiful.

We may not be able to ...


How social is your media

January 28, 2021


How Social is your Media?

Are you tired of not understanding anything the “younger” generation are saying?

Want to know how to make your company “cool” or “sick”, which I’ve been told are good things, by the way.

You don’t have to learn the language of the new generation to have a successful IFA firm, but you do need to learn how...


Are you having your worst weeks

January 14, 2021


The government have warned that the next few weeks may be the worst ever recorded throughout our pandemic…

I’m sure we all thought that the worst weeks of the pandemic were far behind us…

Seemingly not.

Despite vaccines being rolled out in their millions and the most vulnerable being immunised, it still feels as though we are living in the dark ages.  ...


Another year another lockdown

January 07, 2021


Another year, another lockdown...

It’s fair to say we thought this part of our lives might be over by now.

I’m sure we’re all sighing in disbelief at the new variant and the call to action to stop its transference.

But maybe this will be third time lucky…

It doesn’t have to be third time lucky when trying to exit the industry though.

...


IFAs are you in need of some good news

December 11, 2020


Don’t wait around for good things to happen…

You might be waiting forever in the current climate…

With coronavirus taking hold for a long year, climate change continuing to be a hovering grey cloud, and Brexit refusing to leave, it seems positivity is nowhere to be found.

However, you can create your own good news…

Let us help.


Covid 19 Changing Your Game

October 28, 2020


Covid-19 Changing Your Game? 

Are you an IFA business owner who, before the Pandemic, wanted to start the process of Retiring and selling your IFA business? 

Maybe you were planning to cut back on your schedule and wanted assistance to ensure that your clients would be looked after whilst taking away a premium cash sum for all your hard work over the years...


Preparing Your IFA Business for Acquisition Part 3

July 14, 2020


Preparing Your IFA Business for Acquisition – Part 3!

Welcome to part 3 of how to prepare your IFA business for acquisition!

Over the last two blogs we discussed how important it is for you to have in your mind’s eye exactly what you want to achieve from the sale of your IFA business before you even start the process…

And exactly how to make...


Preparing Your IFA Business for Acquisition Part 2

July 02, 2020


Preparing Your IFA Business for Acquisition – Part 2!

Welcome back to our blog on how to prepare your IFA business for acquisition! 

For those new to this segment, if you are looking to exit the industry and sell your IFA business, then this blog can provide you with the steps you need to take and the changes you might need to make, to ensure that your IF...


Preparing Your IFA Business for Acquisition

June 25, 2020


Preparing Your IFA Business for Acquisition – Part 1!

Over many years of experience we have dealt with countless IFA’s seeking an acquisitions specialist and have had the opportunity to locate, facilitate and support a number of IFA sales. 

Whether or not you have a fully ‘prepared for sale’ business, can make or break not just the valua...


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