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Succession Planning

The ideal exit strategy for business and clients

Our Succession Planning is based on finding a suitable successor for the adviser’s business. In the process of ensuring succession, we enable the adviser to gain a perspective on the real value of the practice itself.

SFP Wealth will facilitate a seamless exit strategy for partners in the event of retirement, disability, termination or death. We help formulate succession strategies that meet the needs of the financial adviser, and we go to great lengths to ensure that your clients are cared for by a successor who shares your values.



Building Capital Value Capital ValueOur bespoke practice development programme is designed to assist financial advisers in growing their practice., /SFP Banner Images/Building Capital Value.jpg?RenditionID=2
Building Your Brand Your BrandBranding is critical in this modern day and age. Being part of an organisation with a national footprint provides you with a professional brand presence., /SFP Banner Images/Building Your Brand.jpg?RenditionID=2
Practice Management ManagementWe offer management tools and strategic planning support that will make it easier for you to run a successful practice., /SFP Banner Images/Practise Management.jpg?RenditionID=2
Product Providers and Solutions Providers and SolutionsWe enable financial advisers to offer their clients quality, choice and flexibility across a range of financial solutions., /SFP Banner Images/Product Providers and Solutions.jpg?RenditionID=2
Research and Insights and InsightsSFP Wealth registered financial advisers have access to an independent consulting service with dedicated investment professionals., /SFP Banner Images/Reasearch and Insights.jpg?RenditionID=2
Succession Planning PlanningIn the event of retirement, disability, termination or death, we facilitate a seamless exit strategy for our partners., /SFP Banner Images/Succession Planning.jpg?RenditionID=2


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