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I am an IFA, with significant FUM, with trail well into the 6 figures and I am approaching the age where i am considering my options , the multiples Box Fin Plan mention (3 and 6 times) are constantly mentioned although i think 3 x is the most you'd expect
FYI , I bought out a local IFA a couple of years ago and the deal was straightforward , likewise the payment method, with all monies paid within 12 months I accompanied the retiring IFA on each appointment over the year, at each appointment LOA's were signed if the clients were happy to move across , they had been pre warned their adviser was retiring and given options. Overall it was a smooth process, with approximately 10% of clients electing to find another IFA of their choice . The IFA had given us a date in the future he was retiring and he kept to it .
