Medical Family Finance can buy your
financial planning practice

Are you looking to sell your financial planning practice?

You may be thinking about selling your financial planning practice to fund other projects or are considering your retirement. You may have built great relationships with your clients and are keen to find a suitable company to look after them going forward.

With increased regulation and insurance charges not to mention compliance demands and higher costs from the FCA, it is clear that many smaller financial planning practices consider now is the best time to sell their business.

couple hugging
consultation

Who are we?

Medical Family Finance was founded in 2014 by directors with over 30 years of experience in building credible, trustworthy financial planning practices. Those directors still run the business today and are hands-on when it comes to looking after their clients on a daily basis.

Many firms are facing a challenging financial environment. However, Medical Family Finance is in a strong position to expand their current services and wish to acquire existing financial planning firms.

How can we help you?

We can ensure your business and legal requirements are met and that your clients continue to experience exceptional service.

Please get in touch should you wish to informally discuss opportunities for selling your financial planning practice. We can also tell you more about Medical Family Finance and our plans for growth.

family beach
coins calculator

Who should you contact?

Please call David Browne, acquisitions member at Medical Family Finance, in confidence on the following number: