IFA Retirement Solutions

         

 

         

 Pavis Financial Solutions offers an alternative for those IFAs who are

 thinking of retiring or are having to stop transacting investment business. This

 solution allows for those who still want to retain client contact and benefit

from renewal commissions and initial commission.

 

An IFA will cease to be regulated and therefore will not be burdened

with Regulation. Pavis will then administer their client base and deal with any

new business that may arise. The ceding IFA can retain a degree of contact

with the clients he or she chooses whilst still receiving

70% of renewal and 30% of initial commissions.

 

 We believe that this is the perfect structure for advisers under pressure with

regulation and / or PI cover. It enables them to either retire or temporarily

deregulate whilst keeping the client base and income from it intact.

If you require further information, please click here to access

our on-line Enquiry Form

Pavis Financial Management Ltd is authorised and regulated by the Financial Services Authority (FSA).

The value of investments can fall as well as rise and past performance is no guarantee of future returns. 

The FSA does not regulate all forms of the products and services we provide.

Registered in England No 02625986

 

This site is intended for UK Investors only