Ortus PSR Succession Planning

Expert guidance for selling or developing your IFA practice 

Want to sell or develop your IFA practice? We can help you 

Whether you're looking to sell your Independent Financial Adviser (IFA) practice, financial planning, or wealth management business, or are interested in developing it further for future growth, Ortus PSR is here to assist you every step of the way. With our industry expertise and wide range of services, we help business owners like you make informed decisions to either grow or exit your practice successfully.

Our Services: Helping you Buy, Sell or Develop your IFA business 

At Ortus PSR, we provide a comprehensive suite of services to support financial advice firms across the UK. From ownership transitions and business consultancy to valuations and talent management, our goal is to ensure that you achieve your business objectives, whether it’s preparing for a sale or scaling up for future growth.

Buying and selling IFA Practices: 

Facilitating seamless business sales and acquisitions.

Business Consultancy: 

Expert advice tailored to your business’s growth or exit strategy.

Valuations: 

Accurate and transparent business valuations that help you understand your IFA practice’s worth.

Talent Management: 

Ensuring you have the right team in place to maintain stability and continuity.

Why choose Ortus PSR succession planning team to help you?

Ortus PSR stands out as a trusted partner for IFA owners who want to sell, develop, or buy a financial advice business. Our unique combination of experience, industry insight, and personalised service ensures that we help you navigate the complexities of ownership transition with ease.

We’re committed to enabling ownership succession between independently minded financial advice firms in the UK. Our approach ensures that owners can sell their businesses to like-minded firms, prioritising client care and securing fair value for the business. If you're considering selling or growing your UK-based financial advice firm, Ortus PSR is the partner you can trust.

Get Started Today:

If you're contemplating the sale or development of your IFA practice, let the Ortus PSR Succession Planning team guide you to success. We are here to help you enhance your business’s value and ensure a smooth transition, while putting your clients’ interests first.

Contact Us: 

Phone: 03330112822