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We spoke with adviser Ian Little about why he sold his business to Foster Denovo.
In this episode of Foster Denovo Talks, we sit down with Ian Little, a seasoned financial adviser who, alongside his business partners, made one of the biggest professional decisions of his career: selling his business and joining Foster Denovo.
Ian shares what led him to that crossroads, the questions he asked along the way, and why we stood out as the right fit for his clients, his colleagues, and himself. His story is a candid and insightful guide for any adviser considering succession or planning the next chapter in their career.
Key Highlights
- Selling a business is about more than numbers, it’s about values, trust and finding the right long-term home.
- Our culture and infrastructure gave Ian confidence that his clients and colleagues would be supported.
- The integration process was collaborative and thoughtful, balancing continuity with growth.
- Cultural alignment is the foundation of a smooth transition for both advisers and clients.
- Ian’s advice: “Don’t just choose a partner who wants your business, choose one who wants to build something with you.”
Episode Details
Why did you decide to sell your business?
My decision to sell wasn’t simply financial. It was about legacy, culture, and trust. I wanted a partner who would look after my clients and team while giving me the backing of a larger organisation. Foster Denovo’s values-driven approach gave me the confidence to move forward.
“It wasn’t about handing over control; it was about gaining a partner to build with.”
How does cultural alignment shape the transition?
When I look back on the transition, it felt smooth and natural, for both my colleagues and our clients because we prioritised cultural fit from the very beginning. We made a conscious effort to preserve what made my firm special, while also embracing the new support, flexibility and structure that came with the change.
“Culture matters more than most people think.”
What should advisers look for when considering succession?
In my experience, timing and trust are everything. Beyond the financial terms, advisers should look for a partner who truly respects their legacy, supports their clients and invests in their people. I always tell others to ask the hard questions early and focus on finding the right cultural fit, it makes all the difference.
“Don’t just choose a partner who wants your business, choose one who wants to build something with you.”
About the Guest
Ian Little is an experienced financial adviser who built a successful practice before making the decision to sell his business and join Foster Denovo. Today, he continues to advise clients with the backing of a larger, values-driven organisation, while sharing his journey to inspire others considering their own succession or next step.
FAQs
What makes Foster Denovo different for advisers selling their business?
We prioritise culture and values alongside financial terms, helping to ensure both clients and colleagues feel supported during and after the transition.
How does Foster Denovo help to ensure a smooth integration?
We work collaboratively with new partners, focusing on cultural alignment, continuity for clients, and preserving what makes each business unique.
Can I explore opportunities with Foster Denovo?
Yes! Visit our recruitment page to learn more about joining Foster Denovo as an adviser.
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Key Highlights
- AI is helping advisers cut out repetitive tasks and focus on value-added client interactions.
- We have completed seven acquisitions in the past year, ensuring cultural alignment throughout.
- Integrating acquired firms immediately reduces uncertainty and builds confidence among teams.
- Growth creates new roles and pathways, giving advisers more opportunities than ever before.
- Our forward-looking adoption of AI tools enhances efficiency across private wealth and employee benefits.
Episode Details
How is AI transforming financial advice?
We see AI as a breakthrough technology finally delivering on its promise. Large language models and automation free our advisers from repetitive administrative tasks, allowing them to spend more time on what matters most: client engagement and tailored advice.
“AI makes humans more human.”
Why does culture matter in acquisitions?
For us, the human side of acquisitions is critical. By integrating new firms immediately, we avoid the anxiety and uncertainty that prolonged transitions can create. We believe that cultural alignment is the foundation of every successful acquisition.
“We don’t just acquire firms; we integrate cultures.”
What new opportunities are emerging for advisers?
As we continue to grow, our advisers benefit from fresh opportunities and career progression. New roles emerge naturally as the business expands, enabling individuals to develop their skills and take on greater responsibilities. We’ve seen how acquisitions and innovation create space for talent to thrive.
“Growth at Foster Denovo creates new roles, fresh opportunities and space for our advisers to thrive.”
seasoned financial adviser
About the Guest
Ian Little is an experienced financial adviser who built a successful practice before making the decision to sell his business and join Foster Denovo. Today, he continues to advise clients with the backing of a larger, values-driven organisation, while sharing his journey to inspire others considering their own succession or next step.
FAQs
How does Foster Denovo use AI?
AI automates routine tasks so advisers can focus on clients.
What makes Foster Denovo’s acquisition strategy unique?
We prioritise cultural integration as much as operational alignment.
Can I join Foster Denovo as an adviser?
Yes! Visit our recruitment page to learn more.
Listen on your preferred platform
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