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:
It exists
It states the value and payment plan
It sets out what is expected from the adviser
Truly Asset Management
Truly Independent have always been proud to make their money purely from the fees their advisers generate.
How we charge and what we charge can be found here.
We have no other source of income, so how do we fund the 4×4 succession (buy-out) plan?
It’s simple; as part of a joint venture with Manchester based Ascencia, we have designed and agreed this 4×4 succession retirement package exclusively for our advisers as part of our joint growth strategies.