Transition Your Business To Compass

Compass Financial has provided tailored, forward-thinking, and quality financial planning to thousands of clients since 2009. We have acquired several businesses or client books over the last 16 years, ensuring clients are successfully transitioned to Compass. We provide financial advice in person and will continue to do so over the coming years.

Compass advisers cover the whole of the UK and have significant experience working with clients from financial advisers that are looking to step away. We are looking for businesses or client books to acquire, enabling owners to seamlessly move their clients across to Compass. We always put clients first and ensure they are incredibly well looked after by our sizeable team.

If you would like to talk through a potential sale of your business or client book, then please let the team know by calling the office on 0330 202 0128 and asking to speak to Tom Perry.