The funding conundrum
14th April 2020
In my meetings with advisers it is clear that few are happy with the consistency of their firm’s growth. Organic…
Read ArticleSuccession Planning | Latest News
Our view of the IFA succession planning landscape
02nd March 2020
One topic that crops up in countless conversations is the current shape of the UK IFA market. The most reliable…
Read ArticleM&A Activity | Succession Planning | Latest News
The price is right!
20th February 2020
Over hundreds of deals, I’ve witnessed countless, often intense negotiations around price. It’s clearly a critical factor that, along with…
Read ArticlePlanning the transition
18th November 2018
One of the most rewarding scenarios for a financial adviser is when their client faces a series of difficult decisions,…
Read ArticleIntroducing our capital discussion paper
18th November 2018
Succession planning for financial advisers is a hot topic at the moment. Whilst a significant proportion of advisers are looking…
Read ArticleSome recent M&A articles
15th November 2018
Here are just a few articles on M&A activity that caught our eye recently… Some interesting perspectives on the…
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