As a business grows and becomes increasingly successful, so too do the administrative, management, compliance and client servicing tasks become increasingly onerous. Keeping up with current investment trends and information is an ongoing and time consuming role that can further diminish one’s pleasure in running a successful business.
In addition to this, independent financial planners may worry about who will take over from them when they exit the business. Valued clients, that often become friends, may believe that it is impolite to raise the issue, but your planning for succession remains a concern.
At Private Client Holdings we focus on providing professional, well developed and structured solutions that deliver results through long-term, trusted partnerships. We build customised, appropriate strategic plans for all our business partners that focus on quantifiable goals, with specific deadlines, according to each relationships unique profile and expectations.
Private Client Holdings offer a real solution for IFA’s or accounting practices which may be looking for alternative strategies to take them effectively into the future.
Why partner with PCH?
Offering a complete lifestyle change with the certainty that your loyal clients will be looked after now and into the future.
At Private Client Holdings we realise that independent brokers, investment managers, financial planners, financial service providers and asset management companies may be looking for alternatives to their current business structures that allow them to focus on key client relationships whilst leaving the back office work to our professional team.
By partnering with Private Client Holdings, businesses within the financial sector, particularly independent brokers, gain access to new skills and a new perspective as well as the ability to offer their clients access to the Private Client Holdings services and offerings.
In addition to this, Private Client Holdings can facilitate effortless, smooth continuity of a business through effective succession planning, which meets the requirements of the FSB, as well as the acquisition of businesses which allows brokers to continue earning an income without the administrative and overhead cost burden whilst their clients continue to receive a superior service from our team.
Private Client Holdings can offer you the following:
- Key performance
- Access to professional investment solutions
- Effective succession planning
- Provide continuity and ongoing client service and satisfaction
- Successful acquisition agreements
- Establishing broker networks
- Relief from compliance issues
- Relief from administration pressures
- Ability to stay abreast of investment trends and legislative developments
Where to from here
At Private Client Holdings we assist independent financial planners to build, run and exit their businesses effectively and profitably.
Come and speak to us about your requirements and together we can structure a tailored unique partnership that is mutually beneficial and allows you essential peace of mind.