Sell an IFA business


  • For myself, I am now able to enjoy my retirement, secure in the knowledge that, in selling my business to AFH, I have made the right decision both for myself and for my clients.

    Kenn Kerr Britton Financial
    Read more
  • We have now been retired for three and a half years and live on the northern Costa Blanca and couldn't be happier with our new life, safe in the knowledge our clients are being looked after by the team at AFH.

    Linda and Graham Fenton G-Force Financial Ltd
    Read more
  • I chose AFH Wealth Management to look after my clients and family’s financial affairs because, from the outset, I had the trust with the CEO, Alan Hudson.  He had a reputation of being fair and a man of his word… I was 100% confident that what he said would be done, would be delivered. My clients were happy to move to AFH as they trusted me to make the right decision for them.

    Martin Parfect MD The IFC (Services) Ltd
    Read more
  • I was introduced to AFH by a Broker. I didn’t realise there was so much value in my business and I always thought my clients would just be left with my other Partners.  Alan gave me some great tips and helped with the process, for which I am eternally grateful.

    Bill Groom Groom Associates
    Read more
  • The transfer of my business to AFH has worked well and has provided me with peace of mind, as my clients are well looked after. I would recommend that any IFA, or IFA business owner looking to retire, should talk to AFH. They were the most impressive company that I have found and importantly they had a good understanding of my practice and how it could fit into AFH.

    Jeff Seward Jeff Seward & Partners
    Read more
  • The deal has allowed us to move house, be mortgage free and maintain a life style that I wanted to live and support my family. The funds I have received from AFH have exceeded my expectation.  I will be forever grateful for the meeting I had with Alan Hudson.  

    Two and a half years down the road it has worked very well for me. I still see many of my clients who have become friends over the years’ and they have been very happy with AFH and the transition. Feedback has been positive and I am very happy that I can see friends and not feel like I have let them down.

    Bob Perry CWP Financial Services Limited
    Read more
  • Overall, I expected to experience some ongoing issues, but can honestly say that they have been so few that I have had nothing to complain about. I have received all monies due with payments made on time. AFH’s buy out process is very efficient and professional and four years on I am happy in retirement knowing that my clients are being looked after by the team at AFH.

    Patrick Nigel Thompson Johnson Birkett Limited
    Read more
  • I finally retired in February 2020 which meant all my clients passed to other AFH Advisers. It was a little sad to have to let go and not without a small concern around how well my clients would settle down with their new Advisers. In the event, a year on, such concerns evaporated. Only one now ex-client contacted me to ask to change Adviser because he felt their personalities did not match. I notified Alan Hudson and within an hour a new Adviser was appointed with no fuss or difficulty. This was very good to see.

    Keith Taylor Taylor Frost Wealth Management
    Read more
  • Was it a good deal? Yes, very competitive compared to other deals offered. I met the targets agreed at outset and the final consideration was paid in full, with the added benefit of a final Practice Buy-Out when I eventually decide to totally retire.

    Steve White Harrison White Financial Services
    Read more