Thinking of selling your IFA business?

Not sure how?

Talk to the right people, with the right CONNECTIONS

After dedicated years of building a robust IFA business and cultivating your client relationships – it’s vital you are well rewarded and find the right home for your business legacy. We enable you to smoothly move forward into the next chapter of your life, entrusting your clients in a safe pair of hands where they can grow and thrive

Why is it essential to find the right representation for yourself?

We know it’s vital to introduce you to people who will value the relationships with your clients and not just care about the value of your clients. By working holistically with us, you will find exactly the right support for your clients and for your preferred exit strategy as we have long-term relationships in our industry

So why choose Truestar Legacy?

TALK TO US TODAY!

FIND OUT MORE

Considering your future?

Want to sell-and-go?

We can help you evaluate you options and find the best business option for you and your clients

Weighing up your options?

Investigating the different options and unsure which path is for you? We help you weigh up the benefits and features and chose the best outcome for you and your clients

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Want to sell-and-stay?

If you are looking to sell-and-stay, we can help you find the best fit for you with the perfect partner

TALK TO TRUESTAR LEGACY

TALK TO TRUESTAR LEGACY image
James Rochfort
Senior Talent Manager

I have been in financial services recruitment since 2002 specialising mainly in financial adviser talent acquisition for IFAs and restricted firms on a national basis. I have also been a financial adviser as well as an annuities broker giving me additional industry insight. I have developed strong industry connections throughout my career and am enthusiastic about helping others progress their own in order to become more successful. I also have a keen interest in the types of products IFAs are able to advise on and the way they're remunerated helping me to empathise and understand their aspirations

How we work

Listening to you

We find the best solutions that will really help you. By taking the time to listen, to thoroughly understand your goals, needs and aspirations, informs our tailored recommendations to you

Informed choices

Our approach is simple. We get to know you and make specific recommendations which deliver both consultative and bespoke solutions matching to your needs

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Recommendations

We enable you to make informed choices through our extensive industry expertise, providing company research and options, with personal introductions to our trusted partners

why we appreciate and cherish your legacy

We understand your feeling of being personally responsible for clients ongoing wellbeing and security, having spent years taking care of your clients, their families and your business. We completely appreciate how crucial it is that your clients are looked after, understood and supported

Any new home for your clients must continue to embody your cultural values and be reflected by company you entrust your legacy to.
We have a personal relationship with our buyers that enables us to hand select the right options, ensuring the right fit… ethically, culturally and in investment style

We only choose to work with buyers that we know from a recruitment perspective, who currently and historically both retain their IFAs and their clients,
as this ensures a happy long-term home
for your clients

Contact us Today

Truestar Legacy (a division of Truestar Talent an Award-winning, National IFA and Financial Services specialist) have extensive experience, essential understanding and exactly the right contacts to help you at every step of the process Talk to us today