Dave Robinson 

Management Consultancy 
and Technical Support 
for IFAs

 

Experience

9 years

As a practising Chartered Certified Accountant 

31 years 

As a practising Independent Financial Adviser 

40 years 

Of experience in:

Professional Financial Advice focusing on matters involving Special Needs, Personal Injury, Later Life, the Court of Protection & Trusts 

Establishing & building successful  interprofessional relationships with Lawyers & Accountants

Setting up, building, leading & managing Independent Financial Advice firms

Qualifications 

BA Hons Accountancy & Economics 

Chartered Certified Accountant    FCCA 

Chartered Financial Planner 

Chartered FSCI 

Certified  Financial Planner    

Trust & Estate Practitioner   TEP

SOLLA Accredited Later Life Adviser    LLAA

Investment Management Certificate 

What I Offer 

Assistance with 
Business Planning
Building your Firm through Professional Connections with Lawyers & Accountants 
and Exiting through Internal Succession

And technical backup on matters involving Special Needs, Personal Injury, Later Life, the Court of Protection & Trusts 

Exiting an IFA Firm through Internal Succession - free download

I am currently in the process of organising my retirement from my firm through an Internal Succession. This Document sets out my thoughts on how to do it through either a Management Buyout or an Employee Ownership Trust. 

I hope at some point, with the agreement of my colleagues, I'll be able to add an Appendix explaining how we've built our firm and enabled me to exit, with the same lump sum I'd have received by selling to a Consolidator, without causing any disruption to our clients, professional introducers, team or proposition, whilst also creating an equity opportunity for a next generation and a long term future for our Independent firm. 

But, in the meantime .... 

I offer it free of charge in the hope it inspires other IFA Principals to follow the same route to retirement and helps show them a way. 

If you do find it valuable I'd be very grateful if you'd reflect that by donating whatever amount you feel appropriate to:

Brainwave  which really helps unlock the potential of children who have special needs https://brainwave.org.uk/

and/or

The Williams Syndrome Foundation which does great work supporting people who have the same genetic disorder as my son, and their families https://williams-syndrome.org.uk/ 

Thanks and best wishes

Dave

 

 

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Contact me 

Dave Robinson 

Business Consultant 

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