Acquired May 2013
In January this year I decided to leave the industry, after researching my options I finalised a deal with Bradbury Hamilton Limited and am now in the final stages of transferring my client bank. I chose BHL because I was impressed with Sheriar Bradbury the Managing Director who had been highly recommended by two other IFAs, both of whom had already moved their client banks to BHL.
It was also reassuring to know BHL had previous experience of numerous acquisitions over the past 20 years.
Working together with the BHL team on the transfer process I have found them to be well organised and professional, as well as helpful and always courteous throughout a potentially complex acquisition, involving dissolving my existing partnership and transferring my client bank.
I would feel happy to recommend BHL to any IFA who is considering selling their client bank.
Acquired June 2012
By June of 2012 I had personally acquired all the necessary qualifications required to enable my company JHI Limited to continue to trade in the new RDR environment that came into effect from the 1st January 2013. However for me to be able to move my company forward into the direction I wanted to go, I would require more staff and the additional time etc. entailed to make the transition successful.
Having previously been contacted by Bradbury Hamilton, I spoke to them again and they were not only able to make me a very attractive offer for the good will and my company’s client base, but they could also offer me the ability to continue to work as an adviser for them. This means that I can continue to deal with my former clients as well as with new clients provided by BHL with the additional support that Bradbury Hamilton provide.
The transfer process was very straightforward and Bradbury Hamilton’s staff were all extremely helpful during the transition period.
The whole process from the initial meeting at the end of June 2012 took approximately eight weeks to conclude.