Two ways out
Fiducia — sell nowSecuro — step backCompare the two routesWhat we look forHow a sale works
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Bristol and the South West

Sell your advice practice in Bristol

We acquire advice firms across Bristol, Bath, Somerset and Gloucestershire. Two routes, one buyer, and the firm that advises your clients afterwards.

The South West has a high proportion of chartered and independent firms, and a client base weighted towards retirement and later-life planning.

Whichever part of Bristol you are in, the proposition is the same: Equity & General acquires the client book at no less than market value under Fiducia, or carries the compliance and administration while you keep advising under Securo, with the exit agreed up front. You deal with the acquirer throughout.

Two routes

Which one is you?

Sell now

Fiducia

An immediate, respectful exit.

Equity & General acquires the client book at no less than market value and takes on the advice relationship. You hand over on an agreed timetable and you are done.

  • Immediate acquisition of the client book
  • Full novation, with no gap in the client’s advice
  • Optional co-branded handover, paced by you
  • Team retention available where you want it
  • Stay on as a consultant afterwards if you would like to
How Fiducia works
Step back

Securo

Keep advising. Put the weight down.

You carry on running your business, with Equity & General carrying compliance, paraplanning, administration and infrastructure. When you are ready to stop, the exit terms are the same as Fiducia’s.

  • Compliance, paraplanning and admin handled by E&G
  • You keep the client relationships and the adviser role
  • Trainee advisers re-engage the clients you have not had time for
  • Exit later at no less than market value
  • Novation option if the terms do not suit you at that point
How Securo works
Local questions

Selling an advice business in Bristol

Do you buy advice firms in Bristol?
Yes. We acquire UK advice businesses with £25m–£100m of assets under management, and Bristol is one of the areas we are asked about most.
Do I have to travel to London?
No. The first conversation is a phone call, and we come to you for anything after that.
Is the price different outside London?
The method is identical. What differs between regions is usually the client age profile and the platform mix, both of which feed into the same valuation.
Let’s talk

Thinking about selling in Bristol?

Twenty minutes, confidential, and no obligation.

Book a confidential call 020 8396 0486

Book a confidential call

Twenty minutes on your timeline, your clients and your team.

Your enquiry goes to Equity & General’s acquisitions team, and you can ask us to delete it at any time. See our privacy notice.

Thank you — that’s with us

Someone will come back to you within one working day. If it is urgent, call 020 8396 0486.