“A very difficult subject made easy and understandable, I have no hesitation

in recommending them to anyone wishing to put their financial house in order.”

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Working with Retiring IFAs

We are looking to work with retiring IFAs or IFAs looking to leave the industry on a Appointed Introducer Basis. On your behalf we will continue to service and advise your clients and in return you will be remunerated for ongoing and existing business on an appointed introducer basis. This will allow you to continue to work in your retirement with your clients with a firm who understands your plans. If you wish to discuss the possibility of working with a Chartered Financial Planner with 20 years experience in the IFA sector then please call us on 020 3376 1444 and ask to speak to either of the Directors, Richard Hopkins or Vijay Thakkar. Or contact us in writing or by email, here.

Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973.

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