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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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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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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An upsurge of IFAs are now attracted to taking retirement

Every year you are facing new rules and regulations that must be met, in order to stay compliant. Meanwhile, you must fulfil RDR requirements of ensuring you meet your client servicing agreements. This juggling act is becoming more difficult for many Financial Advisers, which is why we are seeing an upsurge of IFAs approaching us to

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Aim listed planners’ on track to beat forecasts

Acquisitions bring Aim listed planning firm’s profits ahead of expectations 16 November 2017 Aim listed financial planning and discretionary wealth management business Harwood Wealth Management Group has said it is on track to beat analyst forecasts of profitability this year. In a trading update this morning, the firm said that, after its financial year end last month,

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Are you looking to grow to maximise the potential value of your IFA business?

Many forward thinking IFA businesses are keen to grow, but don’t have the capital, tools or resources to acquire other IFA businesses and recruit new advisers. The pension and investment market is buoyant and when you consider that there is around £1 trillion of capital held with UK consumers aged between 50 and 70, which

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7 things your clients need to hear you say…

Will my clients move to a new IFA firm and sign their new client fee agreement with a when I retire / sell my business?Clients that have trusted your advice will generally trust your recommendation of why you have chosen the firm that is taking over your client bank. Clients tend to look out for:

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When is the right time to start planning your exit strategy?

Many IFA’s are nearing retirement and are facing the dilemma of when they choose to sell their business. The high FTSE index is likely to have grown your Funds under Management to record highs and this is going to have improved the valuation of your business through the measurement of recurring income streams or EBITDA. Have

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AFH buys pair of West Midlands IFAs for up to £1.4m

AFH buys pair of West Midlands IFAs for up to £1.4m FUM boosted by £50m 01 August 2017 AFH has completed the acquisition of the assets of Arden Financial Consultants and the share capital of Martin Cooper Wealth Management, both based in the West Midlands, for a combined maximum price of £1.4m The deals see

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Old Mutual Wealth adds £205m adviser to national firm

      OMW adds £205m adviser to national firm           01 September 2017 Old Mutual Wealth’s (OMW) national advice firm OMW Private Client Advisers has acquired Cumbria-based financial planning firm Dodd Murray, adding £205m of assets to its books. The deal will see three of Dodd Murray’s advisers join the business,

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