Jones Sheridan began the process of acquiring smaller local IFAs back in 2009, since then we have spoken to a wide range of firms and successfully completed the acquisition of many IFA practices.

With assets under management in excess of £320million, a clearly defined service proposition, an experienced management team, a team of experienced advisers, excellent administrative support and a qualified paraplanning department, you can be confident that you are dealing with a company that has the experience and expertise to meet both your and your clients’ needs.

There can be a range of reasons why you may want to sell your business; whether you are tired of working alone, have no one else in the business to take over or you’re simply looking for a retirement plan. Whatever the reason, we acknowledge that it is important not just to make sure the package is right for you, but also that you can be confident the clients that you have built relationships with over many years will be in good hands once you have left the business.

Keeping your clients happy is core to what we do and we will work with you every step of the way to devise a strategy to hand over your clients in a way that helps them feel as though they have become part of Jones Sheridan, rather than having been sold out.

Don’t just take our word for it; take a look at the testimonials from the IFAs we have successfully worked with over the past few years.

We are typically talking to businesses with between £20-£100million of assets under management and within 50 miles of Crewe.

If you are interested in discussing things further, please contact David Williams on 01270 530975.

David Williams Bio

David Williams

Managing Director

View David's bio