Monthly Archives: June 2018

City of London Wealth Manager open to acquiring

  Are you looking to handover your clients through a structured process to a Wealth Management firm based in the City of London? The Company Our client is a Wealth Management business based in the City of London, that has developed a strong team of 60 combined of Wealth Planners and effective support staff. With

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Is it time you planned your financial future?

Having managed to steer yourself through MIFID II, PRIIPS and GDPR, since the beginning of the year, you are probably feeling exhausted. Are you now ready to focus on your retirement / exit? Many people look forward to retirement and welcome it as a chance to do the things they have been dreaming about. For many

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