Monthly Archives: October 2018


Could you benefit from a capital event by streamlining your business?

Would you like to alleviate pressure by capitalising on a partial sale of your ‘B and/or C’ tier clients Our client proposition is specially designed to provide financial planning advice to the ‘middle market’ of UK retail clients; as such, they are very much interested in acquiring your ‘B and/or C’ clients who typically hold between

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Would you like to be aware of opportunities available for your exit strategy?

If you are considering your retirement and would like to retire within the next 1 – 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income! From the outset, you will have a contract agreed setting out the terms of a practice buyout during

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An Interview with Paul Platten

Having been Head of Business Development for the last 3 years, Paul Platten has led the business to being its busiest since inception, but how much do you know about the man behind the action? Here’s your exclusive insight into Paul Platten What is your experience in Financial Services? With over 40 years experience within

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