Professional Partners

Introducers

We recognise that our relationship with professional introducers is vitally important and we are able to refer clients to our carefully selected panel of professionals.

Statistics suggest that 60%¹ of adults die without making a will.  Quite often it is only when clients are reviewing their finances they become aware of the need to write a will and protect their families or loved ones.  We are able to refer clients to our panel of professionals who include solicitors and accountants.  In return, we welcome the chance to offer your clients a financial planning service that will always complement your advice.

As part of any agreement, we believe that it is essential that you are updated in a structured and relevant way on any work we carry out for your clients.  We have a professional introducer service pack which we are happy to provide you with should this be of interest.

Acquisitions

Bradbury Hamilton has acquired over 35 IFA client banks but we have not lost or forgotten that personal touch as is the case in many larger organisations.  We pride ourselves on our streamlined service which offers many benefits.

You may feel that the constant demands of running your own firm are taking a toll on your life and you would you like to take more of a back seat within the industry or possibly leave the industry all together?

We would be delighted to hear from business owners who are considering retiring or maybe those who are feeling that increasing regulatory responsibilities are taking up too much of their time and increasing overheads.

We have a tried and tested handover procedure that is personalised to your specific requirements.  We offer full flexibility in how your exit is structured and we can offer you the opportunity to receive a cash lump sum as a “retirement benefit”.

You can still have an ongoing income stream if you wish to retain some involvement in the progression of the company, and we can also offer opportunities for existing staff (including yourself).

Most importantly, you will have the security and reassurance of knowing that ongoing servicing for your clients will be handled in a professional and personal way.