Are you retiring or looking to leave the finance advice industry soon?
We appreciate that you’ve worked hard to build and retain a loyal client base and like us, your clients are the reason you’re in the business. So, we completely understand that you wouldn’t want to sell your client bank to just anyone.
We’ll work with you to understand how you work with your clients and will use our business model to ensure they get a seamless experience and you can rest assured knowing your clients are left in the best hands.
If you're not ready to sell today but want to partner with us, we can help you achieve your long-term objectives
Have you thought about your longer term strategy? What are your retirement goals? Do you miss working directly with clients instead of managing a business? Do you find yourself constantly battling with regulatory reporting? Are you struggling to get the right Professional Indemnity insurance?
You can join the Superbia Group and retain control of your business as well as your brand name. We know you have built up relationships with your clients that have made your business the success it is today and wouldn't want that to change.
To help you achieve your retirement plans, you can join us as an Appointed Representative (AR) and take advantage of the administration, marketing and compliance resources of a larger group.
If that isn't for you, you could join us as a Self Employed Financial Planner. You will get the benefits of being part of a larger group and the support from compliance and marketing whilst still working for yourself.
By working with us as an AR or in a Self Employed position, you can start planning your retirement now and ensure you meet your own retirement objectives, so when you’re ready, you can be confident that your clients will be well looked after and your business will be in safe hands.
If you’d like to have chat with us to discuss your options,
we’re happy to talk to you to see if we’re the right fit.