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Adviser Retirement Options

We offer something different for retiring advisers: We are not a big consolidator, but a family run advisory company looking to assist other advisers who are client centric. 

Whether you are looking to retire or exit the industry today, in six months or three years we can help. We understand that it is not only important that you are looked after in your retirement but your clients too.

Our proposition is an annuity payment based on a percentage payment of ongoing advisory fees payable over a number of years, for example 70% of recurring advisory fees for 7 years. For the right businesses we will guarantee that the annuity payments will reach at least a minimum amount.

At a Glance: Why Whitechurch?

5 x Recurring Income

Our highly competitive exit solution that can be comparable in multiple terms to as much as 5 times your recurring income compared to the industry standard of 3.

Experience

We have been selectively offering retirement solutions to financial advisers for over a decade and have a wealth of experience in the area.

Flexibility

We can accommodate a range of situations and formations including sole traders, partnerships, limited companies, members of networks and stand-alone advisers. We also have solutions for those looking to retire in a few years but who want to start the process now.


 

The next steps...

Our Adviser Retirement Options brochure is an introduction to The Whitechurch Proposition as well as FAQs and Testimonials from retiring Financial Advisers about our services. To download your copy, click the button below:

Download Our Adviser Retirement Brochure

Find out how much you could sell your business for by clicking the button below:

Request an Acquisition Valuation

Start your retirement journey today and get in touch so that we can discuss your plans and provide you with more information. We deal sensitively and confidentially with all enquiries, to speakt to our Acquisitions Director, click the button below:

Contact Our Acquisitions Director