Helping you to evaluate, plan and achieve a successful transition away from your advisory firm.
At some point, you may wish to step away fully from your own financial advisory firm. This point may be far away into the future, or fast approaching.
Whatever your reasons – whether you are retiring, looking at consolidating the equity in your firm or stepping away due to regulatory or other reasons – we can work with you to help you to achieve a successful transition.
Established twenty-five-years-ago, Newell Palmer is one of the fastest-growing IFA firms in the West Midlands.
We have acquired 49 IFA firms and are happy to have an initial – no obligation discussion – about your plans for the future, no matter where your thoughts are on the process of business succession.
Alternatively, download our guide: ‘How Newell Palmer work with retiring IFAs’, by filling in the form on your right where you will find much more information on the work we do with our fellow professionals who are stepping away from advice.
If you’re ready to organise a meeting now, contact us here.