Services: Valuations

OBTAINING AN
ACCURATE VALUATION

To obtain an accurate IFA valuation of your financial services business is always a challenge, especially in the post RDR world.

The partners of leading financial services consultancy, Harrison Spence, have many years of practical industry experience. We specialise in advising, buyers and sellers of IFA and related firms, and providing informed valuations for many types of retail financial services businesses.

REASONS FOR OBTAINING AN ACCURATE VALUATION INCLUDE, BUT ARE NOT RESTRICTED TO: -

  1. IFA mergers and acquisitions
  2. Fund raising
  3. Buying/Selling of IFA and other financial advisory practices
  4. Internal sales or acquisition by colleagues
  5. Business divorce (director or partner split)
  6. Personal circumstances (divorce, retirement etc.)