Monthly Archives: July 2018

Segment your clients through a partial-sale

The Company Our client company have a team of highly trained, centrally based, FCA regulated financial advisers, advising a broad range of clients with differing needs, circumstances and goal. They have gradually evolved by acquiring IFA businesses and developing the requisite base to provide a highly competent and affordable financial planning service to retail clients.

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Consolidator performance – which models work?

Which consolidator has the winning model? 15 June 2018 As consolidators continue to acquire advice firms, analysts are assessing the financial position of key firms in the market to see how long the buying spree can continue. Aim-listed AFH continues to lead the way in volume of acquisitions, with 14 in the year to October

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