BRADBURY HAMILTON'S PROFESSIONAL RELATIONSHIPS AND ACQUISITIONS

 

Having successfully transitioned the clients of over 45 IFA practices since 1993 we are highly experienced in the process of acquisition and mergers, with tried and tested procedures. As a result of this experience we realise the importance of each IFA’s specific requirements as well as that of their respective clients.

 

As Chartered Financial Planners you can rest assured that the ongoing servicing of your clients will be handled in the most professional and personal manner. We truly appreciate how important it is to select the right company to look after your hard earned clients. We would be delighted to hear from IFAs who are considering retiring, beginning to move away from the financial advice industry as well as those finding that increasing regulatory and administrative responsibilities are becoming more time consuming, increasing overheads and making work less enjoyable and worthwhile.

 

Our offers are calculated on the basis of your renewal and trail income. We can offer a large upfront payment with the balance of the deal being paid over a flexible term. Bradbury Hamilton (BH) have a highly respected reputation in acquisitions, you can be safe in the knowledge that our payments are guaranteed.

 

If you still wish to have an ongoing income stream and retain some involvement with your clients and the company, this can be made possible by remaining as an adviser with us while receiving support from Bradbury Hamilton.

 

We operate a highly streamlined service with an impressive back office system implemented by a wealth of experienced and well qualified administrative and paraplanning staff who are key to our service.

 

We are accustomed to and fully capable of servicing clients nationwide and will consider deals with IFAs across the country.

Our options

BH will manage your handover with little demand on your part, ensuring the process is easy and stress free.

 

We have a good client retention record on acquisition and make this a top priority of ours.

Selling your Client Bank
Staying on as an Adviser
Become an Introducer to BH
Form a Joint Venture with BH

If on selling your client bank you would like to continue working, BH can facilitate this whilst allowing you to benefit from the support of our compliance and back office team.

 

You can continue to service your clients whilst being renumerated for your work.

We can offer you a good split on any new business referred to us. This is automatically offered along with selling your client bank.

 

A very straightforward agreement is provided in a standard contract.

We can base advisers at your own offices and mutually refer business.

 

This is particularly well suited to accountancy firms, solicitors, law firms, mortgage brokers and estate agents.

Sales process

Discuss your specific requirements

along with

potential options

Meet Sheriar Bradbury to discuss the potential

for a deal,

allowing us to make you an offer

Agree the deal

in principle and sign a

Heads of Terms Contract

BH receive and check your commission statements in order to establish your renewal stream

Draft and sign the final contract (no legal fee on your part)

Fully intergrate your clients into BHs systems

Get in touch to discover what Bradbury Hamilton can offer you

We are currently offering very competitive multiples on renewals.

 

Whether you are considering selling your client bank or any of our other options, get in touch today for a confidential talk with one of our dedicated representatives. Allow us to establish your opportunities with Bradbury Hamilton or answer any queries you may have.

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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567