Transparent succession planning

This year we introduced our Motivational Monday video presentations for advisers, ensuring they can stay up-to-date with the latest company news, tips to improve their business, new technologies at their disposal and much more.

Recently we launched our three videos to help support advisers with their succession planning and we broke them down into the following:


It’s important you get the process right. Right price, right buyer, right time. This video can help ensure you’ve taken the correct steps to be prepared for your retirement with our succession planning.

4 x 4

This is a unique buy-out retirement contract available to all our advisers to ensure your journey with us and into retirement, is truly easy

Truly Private Clients

What happens to your clients when you retire? Truly Private Clients has been set up specifically to provide ongoing support and advice to clients following the retirement of their usual financial adviser.