Sell to us

If you’re ready to step away, we’re here to give your clients the long-term home they deserve.

Chartered Financial Planners

Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.

Growing with the right people

Hansford Bell is growing with purpose. As part of our ambition to become a leading financial planning firm in the south-west, we are always interested in speaking to advisers and firm owners who care deeply about continuity and care for the clients they serve.

You may be thinking about succession, reducing your responsibilities, selling your business, or finding a stronger home for your clients and team. Whatever stage you are at, the right conversation can help you understand your options and consider whether Hansford Bell could be the right fit.

Protecting clients, relationships and standards

Selling or stepping back from a business is about more than numbers; it’s about protecting relationships, maintaining trust, and knowing your clients will continue to receive thoughtful, personal advice.

Hansford Bell combines independent, Chartered financial planning with a joined-up team, modern systems, clear values, and younger advisers who are here for the long term. That means clients can feel supported through the transition, while your work, reputation, and relationships are treated with care.

Succession that protects what you’ve built

Finding the right buyer means looking beyond the transaction to what happens to your clients, your team, and everything you’ve built, which is why we offer:

Independence that continues

If you’ve spent years building an independent advice business, you want that independence to mean something after you step away. With Hansford Bell, your clients can continue to receive genuinely independent advice, without being moved into a restricted proposition as a result of the sale.

Future-thinking for lasting care

Your clients deserve to know they’re in safe hands for years to come. With a younger generation of advisers and planners developing within Hansford Bell, there is a clear succession path beyond the next adviser — giving clients continuity and confidence for the future.

A local business with a long-term view

Hansford Bell is an owner-managed business with deep roots in the South West. We’re building the firm for the long term, with decisions made by the people running the business and a genuine commitment to the communities and clients we serve.

The people and processes to support a smooth transition

Change needs to be carefully managed. Our experienced team and established infrastructure give us the capacity to handle the practical side of an acquisition, from systems and processes to client communication and service, while keeping the transition as straightforward as possible for everyone involved.

Change that’s driven by purpose

We’ll look for opportunities to improve the client experience, but never simply for the sake of making integration easier. Any changes we make should have a clear purpose, deliver value, and support good client outcomes. Your clients’ interests remain at the heart of every decision.

A real home for the clients you care about

You’ve spent years building relationships, earning trust and getting to know the people behind the numbers. We understand that handing those relationships over is about much more than transferring a client bank. We want you to feel confident about the people who will look after them next.

A future for your team

An acquisition doesn’t have to mean the end of the road for the people who helped build your business. Where there is a strong cultural and professional fit, we’re interested in retaining and developing advisers and support staff, giving good people the opportunity to continue growing within Hansford Bell.

A deeper approach to financial planning

Our focus is on financial planning and long-term relationships, rather than simply gathering assets. We combine thoughtful advice with modern technology to help clients make better decisions about their lives and money — and we’ll look for ways to strengthen that proposition as part of the transition.

A succession plan that works for you

There’s no single way to hand over a business. You may be ready for a clean exit, want to reduce your involvement gradually, or stay close to your clients for a period of time. We’re open to understanding what the right succession looks like for you, your team and your clients.

See how it works

Read real examples of advisers and firms who found their next chapter with Hansford Bell.

See all case studies
Hansford Bell Financial Planning
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