Overview

• Multi-award-winning staffing & recruiting company founded in 2015 and headquartered at 19 McColl Place, Alexandria, United Kingdom, G83 0HS
• Specialist division of Truestar Talent, a National IFA and Financial Services expert with 6 employees
• Team members average 35+ years of experience in IFA and financial services
• Focuses exclusively on IFA business transitions, including sell-and-go or sell-and-stay retirement strategies
• Operates as a recruitment intermediary connecting IFA sellers with pre-vetted acquirers emphasizing cultural alignment

Specializations

• IFA Business Acquisitions with emphasis on client legacy protection
• Wealth Management & Financial Planning practice transitions
• Financial Advisory Mergers & Acquisitions market navigation
• Cultural alignment matching for IFA business sales

Services & Approach

• Consultative approach to IFA business sales using proprietary fact-finding methodology
• “Sell and Stay” retirement de-risking solutions with upfront capital acquisition
• Connection services to pre-vetted financial service acquirers with verified client-first philosophies
• End-to-end transaction support leveraging 35+ years average industry experience