FLEXIBLE OPTIONS FOR ADVISERS

Tailored Strategies for Your Success

Company purchase: AWI acquisition model is typically to purchase 100% of the shares in the adviser’s business.
Asset purchase: potentially suitable for smaller adviser practices, AWI offers integration with existing AWI subsidiaries, thus offering Clients a seamless transition from the seller adviser to advisers who are work within other AWI subsidiary companies.

In both examples, our standards of service and attention to detail are paramount. In our experience Clients like to be able to access a team who work together and are familiar with the clients’ circumstances which allows the selling advisers to reduce workload if desired.

We are flexible with timelines for eventual exit and most of our selling advisers are happy to stay for 4-5 years.

It is widely recognised that this is an increasingly burdensome environment for smaller companies and sole traders. TheNext wealth Report 2021 identified the following key concerns,

Increasing regulatory disruption and costs
PI Renewal Costs
FSCS Levy

Each of these impacts relationships with Clients as advisers balance costs and profit whilst wanting to ensure they provide and maintain high standards of service and advice to all their clients.

By making AWI’s technology and administration infrastructure available to advisers, it means they are able to spend most of their time working in the best interests of their clients and potential clients.

AWI utilises in-house developed software and paraplanning infrastructure as a centralised operation to assist advisers in saving time. Saving time saves costs for advisers thereby maintaining margins whilst maintaining an enhanced experience and client journey.