As a growing business that is ready for the Retail Distribution Review, we are keen to explore several growth strategies in 2012.
Our structure, resources and client proposition means that we have the capacity to grow both organically and by acquisition.
Recent feedback from a number of IFAs suggests that many of our peers are unaware of these opportunities with Informed Choice, so we wanted to take this brief opportunity to highlight what is possible.
These opportunities may appeal to three different types of IFAs.
Join Informed Choice as a Financial Planner
We can accommodate one or possibly two new Financial Planners at Informed Choice this year.
Our proposition to self-employed Financial Planners is very different to that offered in the rest of the market.
Our well resourced head office team in Cranleigh provide full administration, Paraplanning, technical, compliance and business development support, enabling you to focus entirely on delivering services to existing and prospective clients.
We find that our Financial Planners are able to have their most productive ever year of business in the first twelve months of joining the Informed Choice team, as a result of our robust systems and processes, along with the value of our brand and the quality of our people.
This opportunity is open to well qualified IFAs (minimum Diploma, preferably Chartered and/or CFP) with a proven revenue track record, service ethic and positive attitude.
Mergers & Acquisitions
We are aware that some IFA firms are faced with challenges this year ahead of the implementation of the Retail Distribution Review on 31st December.
As a firm of Chartered Financial Planners that has been RDR-ready for several years, we have the experience and expertise to assist other IFA firms with their plans for the future.
We are able to consider the merger of your business into an AR firm accessing our intellectual capital and brand, or an acquisition funded through improvement in future profitability.
Our ideal candidate for such an opportunity would be a mid-size IFA firm based in Surrey or the surrounding counties, with at least £40m of assets under management.
Some IFAs will decide to step back from the market in 2012, prompted by the implementation of the Retail Distribution Review or as a result of other challenges emerging in their professional lives.
We are keen to speak to IFAs who are considering a full or partial retirement from the IFA market in 2012.
You will want to ensure that your clients all receive the excellent level of service to which they have been accustomed, from a friendly Financial Planner who has their best interests at heart.
Our structure, resources and proposition will ensure that your clients receive a minimum of one comprehensive annual review report each year as well as a meeting with a dedicated Financial Planner.
By working with a profitable and debt-free firm of Chartered Financial Planners, the revenue you have worked so hard to build up over the years is secured.
In all instances, please approach us directly to avoid introducing the high cost of recruiters and brokers to the process. This ensures that we can offer you the most financially advantageous terms.
All enquiries will be treated with the strictest of confidence.