Nexus still believes that when an IFA wants to retire that selling any recurring income for ‘cash’ (you never receive it all upfront!) is a poor choice. It’s a choice but there are other options.
We have now helped around 30 firms become either an advocate or adviser with Nexus over the last 6 years
If you want an open and frank discussion on your choices then I’m always happy to discuss matters either by phone or over a coffee
Our starting position is that of an IFA so we are just like you.
We are not vertically integrated (in simple terms we don’t want or have the ability to shoehorn your clients into our own funds because we don’t have any!!) and most importantly we regard you as key to anything we do.
Clients have your trust and a relationship with you – that’s something to be welcomed and nurtured. NOT suddenly stopped due to some legal clause in a sale agreement
Ian McIver
Development Director
0770 8712967 or Email: imciver@nexusifa.co.uk
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