PLANIT

• 64205 - Activities of financial services holding companies

We see that there is a lot of need going unmet. Trusted and trustworthy IFAs are faced with a difficult decision when the time comes to step aside. You need to know that your people and your clients will be in safe hands after you move on. We are not tied down to any "3-year timelines". We have been able to follow a long term strategy and therefore we offer the secure home you need for all of your team and clients over the next generation. We are a diverse team of experienced financial services professionals and we would love to hear more about your plans... We are an active acquirer of UK IFA firms. We understand that not every firm is the same so we construct bespoke acquisition terms that optimise adviser and client outcomes... We support top tier advisers in either establishing a partner IFA firm or creating equity in their own book of business with one of our practices.

Also known as: PLANIT HOLDINGS LIMITED

Registration numbers: 12700820 (CH)

Primary location: LONDON UNITED KINGDOM