4 x 4 Succession

4×4 succession is a unique buy-out retirement contract available to all our advisers, existing and new. It is the final piece of a comprehensive adviser support proposition to ensure your journey with us and into retirement, is truly easy. Advisers who have been with us for at least 4 years can retire from us with up to 4 times their annual renewal income.*

This is one of the best buy-out propositions in the market place today and probably the best from a National IFA; one who promotes independent advice on a national basis.

Financial advisers who join Truly Independent will no longer have to find a buyer to achieve 2 or 3 times their renewal at retirement. Simply by joining us, you have also secured a buyer.

When an IFA sells their business, the process of transferring their clients to the third party is an enormous task and stressful, especially when you would much rather be retired!

Equally, some competitors promise to provide retirement plans that are enticing and appear to be genuine, but somehow never reach fruition; such false promises can devastate a retirement plan. In contrast to those ‘false promises’, we will provide you with our buyout contract upon joining ensuring:

Imagine signing our agreement at the outset, and after at least 4 years all you need to do is to confirm your intention to proceed to retirement and simply walk away. It will be that easy!