If you are thinking about selling your IFA business then you will have considered the process and have some ideas about how it can be done and may even know of some potential buyers

So it would be very natural to ask yourself
why would you need to engage us?


We make the difference between you just making a sale and securing your legacy

 

No upfront costs

Accessing highly skilled professionals without having to pay a retainer or upfront fee is almost unheard of, but we don’t ask you to pay for our services, our modest fees are covered by the professional buyers we know and trust

 

Taking the time to know you

There is no pressure to sell or aggressive quotas to be achieved. We take the time needed to get to know precisely what your priorities are so that we only match you with exactly the right buyers. We do the hard work so you can avoid wasting precious time talking to the buyers who don’t fit your requirements

 

We believe

We are IFA experts who have spent our careers working in this very specialist industry. We are true believers in what reflects the very best of this niche and exceptional business, and understand the importance and value of principle

 

Better outcomes

The best outcome for both you and your clients is our priority. We understand that your clients are people that you may have known for years, or even generations, their ongoing welfare is as important to us as it is to you. Our unbiased recommendations will always put you and your clients first and foremost

 

Trusted relationships

Having spent our lives working in the IFA sector, we have built up trusted relationships with a large number of customers and partners. This extensive network allows us to know exactly who is honourable and reliable, and as important who to avoid. We only work with people that we know share our values and uphold our high standards

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Pam Sutherland

Senior Talent Manager & Owner

Award-winning IFA and Financial Services Headhunter, Pam has been recruiting since the 90’s, plus nearly 10 years running a national RPO for external advisory recruitment for Halifax, Lloyds and Bank of Scotland Investment Services. Choosing to be a Headhunter again in 2013 and creating Truestar Talent in 2015, this company has grown into a national consultancy, specialising in Advisory recruitment

Gary Gove

Senior Talent Manager

Gary has over 35 years’ experience in financial services in various roles both as advisory and managerial. Having started his career with LV as an adviser where he achieved the honour of being top financial adviser in Scotland and finishing in the role of Regional Manager responsible for the North of England. Following redundancy Gary moved into recruitment specialising in headhunting advisers and managers for the industry

Diane Hubrich

Senior Talent Manager

Diane is a very consultative IFA and Financial Services Recruiter since 2006 and additionally she has worked within Financial Services for 13 years at Barclays as a Financial Planning Manager and as a Business Development Manager at Bank of Scotland. Diane is an ethical recruiter who believes in matching the right people with the right companies and really cares about the people she works with

James Rochfort

Senior Talent Manager

James is a very ethical Financial Advice Recruiter from 2002 to present. Additionally, James has been working as a Pension Annuity Consultant for Retirement Line, as a Premier Relationship Manager for Barclays Bank and as a Financial Adviser for Norwich and Peterborough Building Society. James always puts the needs of his candidates and clients front and centre

Carrie Alderson

Senior Talent Manager

Carrie is a very successful, holistic, IFA and Financial Services Headhunter. Since 2012 Carrie has been inherently involved in talent acquisition within financial services and she is very well connected, both in the UK and internationally. Carrie does a lot of research into companies and their ethos, prior to any introduction, as she is passionate about introducing people to companies who are the perfect fit for them

Karen Veal

Senior Talent Manager

Karen is well connected and actively working within Financial Services recruitment since 2008 with a keen focus on both IFA and Wealth Management. Prior to this, Karen has 23 years in Financial Services as a Manager of Branch and Telephone Centre staff, as a Trainer and as a Mortgage Adviser. Karen's main driver is to do right by others and finding the right home in which they thrive

Ken May

Senior Talent Manager

'Find a job you enjoy doing, and you will never have to work a day in your life” Ken has been a very successful Financial Services Recruiter since 2004. Ken enjoys listening to the needs of others and finding the best ways to help. Previously working within Barclays Bank for 20 years, leaving as an Area Sales Manager. Ken is very well connected and well known in the Financial Services sector

David Pike

Senior Talent Manager

David is a very diligent and focused recruiter, who has actively worked in Financial Services recruitment since 2010. Prior to this, David was a very successful Area Development Manager and worked at Lloyds from the late 80's. He thoroughly researches the clients that he recommends and it is evident that David cares very much for the people that he works with and it really shows

Chris Newton

Senior Talent Manager

Chris has enjoyed being a very successful Wealth Management Financial Services Headhunter since 1998 and has a great level of experience. One of Chris' main specialisms is the IFA market. He really cares about people and their long-term careers and spends a lot of time one-on-one with people: "I am someone that thrives on helping people achieve your career aspirations"

Truestar Legacy is a division of Truestar Talent who are an Award-winning, National IFA and Financial Services specialist. We have extensive experience, essential understanding and exactly the right contacts to help you every step of the way
Talk with us today