Your IFA business, is it time to sell?
Would you like some help?
Talk to the right people, with the right CONNECTIONS
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!
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
Learn MoreWant 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
My name is Chris Newton, based near Stirling, and I have enjoyed a very successful career as a Financial Services Recruitment Specialist since 1998. After dedicated years of building my presence in the IFA market, just like you I have cultivated my client relationships. With the time it’s taken you to build your IFA business and now considering selling, retiring, or wanting to de-risk your retirement with a sell and stay option, I know it is vital you are well rewarded and that the right home is found for your clients to be looked after in. My knowledge of our IFA sector, including all the changes that have taken place, stems from having a successful career as a top producing, award winning Financial Adviser and Manager myself. I particularly enjoy taking care of people, whether it is finding a home for their clients, a new career and no matter what ensure that they find that ‘ideal’ opportunity that matches their needs. I also work very closely with my IFA client companies, getting a clear understanding of their business development and objectives, so that I can make qualified recommendations to you, once I’ve got to know you and taken the time to understand your needs
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
Learn MoreRecommendations
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
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 is a division of Truestar Talent Ltd, who are an Award-winning, National IFA and Financial Services specialist. We have extensive experience, essential understanding and exactly the right contacts to help you every step of the way Talk with us today